Morningstar

Voya Index Plus LargeCap Portfolio Class ADV VIPAX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $30.30  /  −1.46 %
  • Fund Size $937.8M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.45%
  • Turnover Ratio 63%
NAV and 1-Day Return as of

Morningstar’s Analysis VIPAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Index Plus LargeCap Port ADV 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 VIPAX

More VIPAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.44 80M
Technology

Apple Inc

6.95 66M
Technology

Alphabet Inc Class A

5.03 47M
Communication Services

Microsoft Corp

5.02 47M
Technology

Amazon.com Inc

3.93 37M
Consumer Cyclical

Broadcom Inc

2.30 22M
Technology

Meta Platforms Inc Class A

2.28 22M
Communication Services

Micron Technology Inc

1.88 18M
Technology

E-mini S&P 500 Future Dec 26

1.72 16M
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Morgan Stanley Instl Lqudty Govt Instl

1.72 16M
Cash and Equivalents

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