Morningstar

VY® Invesco Equity and Income Portfolio Class A IUAAX

Medalist Rating as of Apr 27, 2026 See Voya Investment Hub

Strategy

The investment seeks total return consisting of long-term capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity and income securities at the time of investment. The Portfolio seeks to achieve its investment objective by investing primarily in income-producing equity instruments (including common stocks, preferred stocks, and convertible securities) and investment-grade quality debt instruments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IUASX	VY® Invesco Equity and Income Portfolio Class S	No Load	Open			Dec 10, 2001	$18.68M	0.890%	Above Average	$0	−$2.95M
IUAIX	VY® Invesco Equity and Income Portfolio Class I	Institutional	Open			Dec 10, 2001	$383.99M	0.640%	Below Average	$0	−$47.74M
IUAAX	VY® Invesco Equity and Income Portfolio Class A	Level Load	Open			Dec 10, 2001	$44.07M	1.140%	Below Average	$0	−$1.67M
IVIPX	VY® Invesco Equity and Income Portfolio Class S2	Level Load	Open			Feb 27, 2009	$4.03M	1.020%	Low	$0	−$556,834.11

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