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Morningstar

Voya Mid Cap Research Enhanced Index C VYMRX

Morningstar Analyst Rating
Quantitative rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 15.27  /  1.23 %
  • Total Assets 183.9 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.450%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.13%
  • Turnover 72%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 11:17 PM GMT+00:00

Morningstar’s Analysis VYMRX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Mid Cap Research Enhanced Index C to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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