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Morningstar

Voya SmallCap Opportunities Port S IVPOX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 20.18  /  +1.66 %
  • Total Assets 220.6 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 105%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya SmallCap Opportunities Port S to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IVPOX

More IVPOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

2.85 6.0 Mil
Healthcare

Churchill Downs Inc

2.79 5.9 Mil
Consumer Cyclical

Littelfuse Inc

2.49 5.3 Mil
Technology

Morgan Stanley Instl Lqudty Govt Instl

2.26 4.8 Mil
Cash and Equivalents

Casella Waste Systems Inc Class A

2.15 4.6 Mil
Industrials

FTAI Aviation Ltd

1.95 4.1 Mil
Industrials

Northern Oil & Gas Inc

1.87 4.0 Mil
Energy

Skyline Champion Corp

1.77 3.8 Mil
Consumer Cyclical

ExlService Holdings Inc

1.77 3.8 Mil
Technology

Piper Sandler Cos

1.70 3.6 Mil
Financial Services