Morningstar

VY® JPMorgan Small Cap Core Equity Portfolio Class R6 VPRSX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $13.90  /  −0.50 %
  • Fund Size $274.7M
  • Adjusted Expense Ratio 0.890%
  • Net Expense Ratio 0.890%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.41%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis VPRSX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

VY® JPMorgan Small Cap Core Equity R6 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 VPRSX

More VPRSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity FedFund Instl

1.65 5M
Cash and Equivalents

SM Energy Co

0.86 3M
Energy

Novanta Inc

0.83 2M
Technology

Ryman Hospitality Properties Inc

0.74 2M
Real Estate

StepStone Group Inc Ordinary Shares - Class A

0.71 2M
Financial Services

Concentra Group Holdings Parent Inc

0.69 2M
Healthcare

Casella Waste Systems Inc Class A

0.68 2M
Industrials

Miami International Holdings Inc

0.66 2M
Financial Services

Cullen/Frost Bankers Inc

0.66 2M
Financial Services

JFrog Ltd Ordinary Shares

0.65 2M
Technology

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