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Morningstar

Voya Mid Cap Research Enhanced Index R VYMVX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 18.35  /  +0.05 %
  • Total Assets 169.5 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.52%
  • Turnover 91%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:22 PM GMT+0

Morningstar’s Analysis VYMVX

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

  • People Pillar

    The People Pillar is our evaluation of the VYMVX 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 VYMVX’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 R to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VYMVX

More VYMVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Core S&P Mid-Cap ETF

1.82 3.4 Mil
—

Vistra Corp

1.04 1.9 Mil
Utilities

Owens-Corning Inc

1.04 1.9 Mil
Industrials

TopBuild Corp

0.99 1.8 Mil
Industrials

AECOM

0.94 1.7 Mil
Industrials

Saia Inc

0.91 1.7 Mil
Industrials

RPM International Inc

0.90 1.7 Mil
Basic Materials

Graco Inc

0.88 1.6 Mil
Industrials

Pure Storage Inc Class A

0.87 1.6 Mil
Technology

US Foods Holding Corp

0.85 1.6 Mil
Consumer Defensive