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Morningstar

Voya Global High Dividend Low Vol PortS2 IWTTX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.43  /  1.14 %
  • Total Assets 486.8 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 2.69%
  • Turnover 68%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 11:50 PM GMT+0

Morningstar’s Analysis IWTTX

Will IWTTX 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 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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Global High Dividend Low Vol PortS2 to a Morningstar Medalist Rating of Neutral.

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 IWTTX

More IWTTX Holdings
  • Current Portfolio Date
  • Equity Holdings 231
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

2.08
10,096,593
Healthcare

Merck & Co Inc

1.61
7,810,924
Healthcare

Cisco Systems Inc

1.57
7,633,457
Technology

AbbVie Inc

1.51
7,324,339
Healthcare

PepsiCo Inc

1.42
6,870,203
Consumer Defensive

Amgen Inc

1.12
5,409,287
Healthcare

Philip Morris International Inc

1.08
5,225,664
Consumer Defensive

Verizon Communications Inc

1.07
5,202,400
Communication Services

Texas Instruments Inc

1.06
5,150,703
Technology

Bristol-Myers Squibb Co

0.97
4,729,418
Healthcare