Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
Voya Index Plus LargeCap Port ADV VIPAX
- NAV / 1-Day Return 27.75 / +0.80 %
- Total Assets 879.0 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.050%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Growth
- Min. Initial Investment —
- Status Open
- TTM Yield 0.38%
- Turnover 59%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0
Morningstar’s Analysis VIPAX
Will VIPAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Microsoft Corp | 6.55 | 56.1 Mil | Technology |
Apple Inc | 5.62 | 48.1 Mil | Technology |
NVIDIA Corp | 4.99 | 42.7 Mil | Technology |
Amazon.com Inc | 3.51 | 30.0 Mil | Consumer Cyclical |
Alphabet Inc Class A | 3.15 | 26.9 Mil | Communication Services |
Meta Platforms Inc Class A | 2.46 | 21.1 Mil | Communication Services |
Goldman Sachs FS Government Instl | 1.47 | 12.5 Mil | Cash and Equivalents |
E-mini S&P 500 Future Mar 24 | 1.37 | 11.7 Mil | — |
Merck & Co Inc | 1.35 | 11.6 Mil | Healthcare |
Salesforce Inc | 1.16 | 10.0 Mil | Technology |