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Morningstar

VY® Invesco Comstock I IVKIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 21.13  /  +0.14 %
  • Total Assets 248.2 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.61%
  • Turnover 19%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis IVKIX

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

  • People Pillar

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

This strategy continues to impress.

Analyst David Carey

David Carey

Analyst

Summary

Experienced managers and a well-executed contrarian approach earn VY Invesco Comstock a Morningstar Medalist Rating of Bronze for all share classes.

by David Carey
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IVKIX

More IVKIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
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