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Voya SmallCap Opportunities Port A ISOPX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 18.10  /  +1.06 %
  • Total Assets 221.6 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 105%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:12 PM GMT+0

Morningstar’s Analysis ISOPX

Will ISOPX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya SmallCap Opportunities Port A to a Morningstar Medalist Rating of Negative.

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-highest quintile among peers.

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Portfolio Holdings ISOPX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

2.85 6.0 Mil
Healthcare

Churchill Downs Inc

2.79 5.9 Mil
Consumer Cyclical

Littelfuse Inc

2.49 5.3 Mil
Technology

Morgan Stanley Instl Lqudty Govt Instl

2.26 4.8 Mil
Cash and Equivalents

Casella Waste Systems Inc Class A

2.15 4.6 Mil
Industrials

FTAI Aviation Ltd

1.95 4.1 Mil
Industrials

Northern Oil & Gas Inc

1.87 4.0 Mil
Energy

Skyline Champion Corp

1.77 3.8 Mil
Consumer Cyclical

ExlService Holdings Inc

1.77 3.8 Mil
Technology

Piper Sandler Cos

1.70 3.6 Mil
Financial Services