Advertisement
Skip to Content
Morningstar

VY® T. Rowe Price Equity Income S2 ITETX

Morningstar Analyst Rating
Quantitative rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.24  /  0.58 %
  • Total Assets 361.6 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.59%
  • Turnover 19%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 12:09 AM GMT+00:00

Morningstar’s Analysis ITETX

Will ITETX 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 ITETX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Summary

|

A sound investment process and strong management team underpin VY® T. Rowe Price Equity Income S2's Morningstar Quantitative Rating of Bronze. 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.

Unlock our full analysis with Morningstar Investor