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Morningstar

Voya US Bond Index Port S2 IUSBX

Morningstar Analyst Rating
Quantitative rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.27  /  0.21 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.760%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.06%
  • Effective Duration 6.31 years

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:52 PM GMT+00:00

Morningstar’s Analysis IUSBX

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

People Pillar

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

Summary

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Voya US Bond Index Port S2's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Negative. 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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