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Voya MidCap Opportunities Port S ISMOX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 3.70  /  0.80 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 45%

Morningstar’s Analysis ISMOX

Will ISMOX outperform in future?

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

Organizational changes spur a downgrade here.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

Substantial personnel restructuring on Voya’s equity investment team creates execution concerns on Voya MidCap Opportunities, meriting a downgrade of its People rating to Below Average from Average. As a result, most of the fund’s share classes retain their Neutral Morningstar Medalist Ratings, though four are Negative.

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Portfolio Holdings ISMOX

  • Current Portfolio Date
  • Equity Holdings 64
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.30
46,730,970
Technology
3.45
37,419,281
Financial Services
3.27
35,502,062
Consumer Cyclical
2.48
26,950,642
Industrials
2.48
26,930,123
Financial Services
2.46
26,670,133
Industrials
2.45
26,625,720
Consumer Cyclical
2.36
25,585,625
Technology
2.31
25,121,076
Technology
2.31
25,076,856
Healthcare