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Morningstar

Voya SmallCap Opportunities Port S IVPOX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 15.51  /  0.13 %
  • Total Assets 202.5 Mil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 128%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:44 AM GMT+00:00

Morningstar’s Analysis IVPOX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Low Process Pillar rating limit Voya SmallCap Opportunities Port S to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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