Morningstar

Voya SmallCap Opportunities Portfolio Class A ISOPX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $18.44  /  −0.11 %
  • Fund Size $180.3M
  • Adjusted Expense Ratio 1.420%
  • Net Expense Ratio 1.400%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 129%
NAV and 1-Day Return as of

Morningstar’s Analysis ISOPX

Will ISOPX outperform in the 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 ISOPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISOPX 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 ISOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya SmallCap Opportunities Port A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings ISOPX

More ISOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

2.62 5M
Industrials

Repligen Corp

2.54 5M
Healthcare

American Healthcare REIT Inc Ordinary Shares

1.87 4M
Real Estate

Standex International Corp

1.81 3M
Industrials

Ameris Bancorp

1.66 3M
Financial Services

Hut 8 Corp

1.65 3M
Financial Services

Cava Group Inc

1.64 3M
Consumer Cyclical

Element Solutions Inc

1.58 3M
Basic Materials

Morgan Stanley Instl Lqudty Govt Instl

1.56 3M
Cash and Equivalents

Silicon Motion Technology Corp ADR

1.48 3M
Technology

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