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Morningstar

Voya Mid Cap Research Enhanced Index I VYMSX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 20.84  /  +1.51 %
  • Total Assets 179.3 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.91%
  • Turnover 91%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis VYMSX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Mid Cap Research Enhanced Index I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VYMSX

More VYMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Mid-Cap ETF

2.56 4.4 Mil
—

Pure Storage Inc Class A

1.12 1.9 Mil
Technology

Owens-Corning Inc

1.04 1.8 Mil
Industrials

Equitable Holdings Inc

0.93 1.6 Mil
Financial Services

Reinsurance Group of America Inc

0.91 1.6 Mil
Financial Services

TopBuild Corp

0.91 1.6 Mil
Industrials

AECOM

0.88 1.5 Mil
Industrials

US Foods Holding Corp

0.88 1.5 Mil
Consumer Defensive

RPM International Inc

0.86 1.5 Mil
Basic Materials

Neurocrine Biosciences Inc

0.85 1.5 Mil
Healthcare