Substantial personnel restructuring on Voya’s equity investment team creates execution concerns on Voya MidCap Opportunities, meriting a downgrade of its People rating to Below Average from Average. As a result, most of the fund’s share classes retain their Neutral Morningstar Medalist Ratings, though four are Negative.
Voya MidCap Opportunities Port R6 VMCRX
- NAV / 1-Day Return 5.60 / 0.00
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.660%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 74%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:20 PM GMT+0
Morningstar’s Analysis VMCRX
Will VMCRX 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 27.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 4.19 | 48.5 Mil | Technology |
Apollo Global Management Inc Class A | 3.61 | 41.7 Mil | Financial Services |
Ross Stores Inc | 3.23 | 37.3 Mil | Consumer Cyclical |
Ulta Beauty Inc | 2.75 | 31.8 Mil | Consumer Cyclical |
TransDigm Group Inc | 2.46 | 28.5 Mil | Industrials |
Tradeweb Markets Inc | 2.36 | 27.3 Mil | Financial Services |
LPL Financial Holdings Inc | 2.35 | 27.2 Mil | Financial Services |
Verisk Analytics Inc | 2.31 | 26.7 Mil | Industrials |
Saia Inc | 2.19 | 25.3 Mil | Industrials |
The Trade Desk Inc Class A | 2.17 | 25.1 Mil | Technology |