Voya U.S. Stock Index offers broad, low-cost exposure to the large-cap segment of the U.S. equity market. There are cheaper alternatives available, but this market-cap-weighted strategy is nonetheless tough to beat. It earns a Morningstar Analyst Rating of Silver, while its more expensive share classes receive a Bronze rating.
Voya US Stock Index Port S ISJBX
NAV / 1-Day Return
19.20
/
1.96
%
Total Assets
7.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.520%
Expense Ratio
0.520%
Fee Level
Low
Longest Manager Tenure
8.85
years
Category
Large Blend
Investment Style
Large BlendMin. Initial Investment
0
Status
Open
TTM Yield
1.49%
Turnover
9%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ISJBX 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 ISJBX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ISJBX 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 ISJBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A stellar option, but not the cheapest S&P 500 tracker available.
