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Morningstar

Voya Strategic Allocation Growth Port S ISGRX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 13.12  /  −0.38 %
  • Total Assets 140.8 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Moderately Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.89%
  • Turnover 24%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 11:38 PM GMT+0

Morningstar’s Analysis ISGRX

Will ISGRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISGRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISGRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ISGRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Strategic Allocation Growth Port S to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISGRX

More ISGRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

40.93 58.2 Mil
—

Voya Intermediate Bond R6

13.57 19.3 Mil
—

VY® T. Rowe Price Growth Equity I

5.11 7.3 Mil
—

Voya Large Cap Value Port R6

5.00 7.1 Mil
—

Voya Multi-Manager International Eq I

4.97 7.1 Mil
—

Voya MidCap Opportunities Port R6

4.65 6.6 Mil
—

Voya Multi-Manager Mid Cap Value I

4.53 6.4 Mil
—

Voya Multi-Manager Intl Factors I

4.49 6.4 Mil
—

VY® BrandywineGLOBAL-Bond Port

3.84 5.5 Mil
—

Voya Multi-Manager Emerging Markets Eq I

3.06 4.4 Mil
—