Morningstar

Voya Global High Dividend Low Volatility Portfolio Class S2 IWTTX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $13.10  /  +0.38 %
  • Fund Size $360.9M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 1.010%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Global Large-Stock Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 1.14%
  • Turnover Ratio 67%
NAV and 1-Day Return as of

Morningstar’s Analysis IWTTX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Global High Dividend Low Vol PortS2 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IWTTX

More IWTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

8.21 29M
Technology

Micron Technology Inc

1.78 6M
Technology

AbbVie Inc

1.56 5M
Healthcare

Johnson & Johnson

1.55 5M
Healthcare

Coca-Cola Co

1.35 5M
Consumer Defensive

Pfizer Inc

0.96 3M
Healthcare

Meta Platforms Inc Class A

0.93 3M
Communication Services

PepsiCo Inc

0.90 3M
Consumer Defensive

Union Pacific Corp

0.89 3M
Industrials

Bank of Nova Scotia

0.81 3M
Financial Services

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