Voya Russell Small Cap Index is a decent pick among U.S. small-cap funds. It captures its peers’ opportunity set, but investors are better off investing in a cheaper fund that tracks a more cost-efficient index. These considerations limit its Morningstar Analyst Rating to Bronze.
Will VRSPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VRSPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the VRSPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of VRSPX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The Price Pillar compares VRSPX’s fees to similar funds, determining whether or not the fund provides a good value proposition.
The Performance Pillar is our evaluation of whether VRSPX’s returns have been the result of chance or a proven, long-term process and compares the fund with its category or benchmark.