Morningstar

Voya SmallCap Opportunities Portfolio Class I IVSOX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $25.04  /  −0.67 %
  • Fund Size $184.2M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.900%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 129%
NAV and 1-Day Return as of

Morningstar’s Analysis IVSOX

Will IVSOX outperform in the 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 IVSOX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya SmallCap Opportunities Port I holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IVSOX

More IVSOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Casella Waste Systems Inc Class A

2.82 6M
Industrials

Repligen Corp

2.24 5M
Healthcare

American Healthcare REIT Inc Ordinary Shares

1.90 4M
Real Estate

Morgan Stanley Instl Lqudty Govt Instl

1.85 4M
Cash and Equivalents

Standex International Corp

1.80 4M
Industrials

InterDigital Inc

1.70 3M
Technology

National Energy Services Reunited Corp

1.68 3M
Energy

Ameris Bancorp

1.65 3M
Financial Services

Piper Sandler Cos

1.64 3M
Financial Services

Glacier Bancorp Inc

1.54 3M
Financial Services

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