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Morningstar

Voya Large Cap Value W IWEDX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 12.03  /  0.41 %
  • Total Assets 655.2 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 1.38%
  • Turnover 57%

USD | NAV as of May 30, 2023 | 1-Day Return as of May 30, 2023, 10:26 PM GMT+0

Morningstar’s Analysis IWEDX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Voya Large Cap Value W's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. 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 IWEDX

More IWEDX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 63
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 29.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&T Inc

4.70
31,597,794
Communication Services

JPMorgan Chase & Co

4.43
29,727,544
Financial Services

Philip Morris International Inc

3.97
26,642,105
Consumer Defensive

Arthur J. Gallagher & Co

2.90
19,472,960
Financial Services

Bristol-Myers Squibb Co

2.61
17,513,170
Healthcare

NextEra Energy Inc

2.39
16,034,444
Utilities

Howmet Aerospace Inc

2.38
16,015,574
Industrials

The Goldman Sachs Group Inc

2.38
15,956,566
Financial Services

The Kraft Heinz Co

2.08
13,959,071
Consumer Defensive

Mondelez International Inc Class A

2.08
13,950,842
Consumer Defensive