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Morningstar

Voya Small Company W VYSGX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 13.23  /  0.23 %
  • Total Assets 190.0 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.38%
  • Turnover 314%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 PM GMT+0

Morningstar’s Analysis VYSGX

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

People Pillar

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

Weakness in Voya Small Company W's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VYSGX

More VYSGX Holdings
  • Current Portfolio Date
  • Equity Holdings 175
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 12.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Element Solutions Inc

1.85
3,967,015
Basic Materials

Hillenbrand Inc

1.56
3,339,326
Industrials

iShares Russell 2000 ETF

1.48
3,177,572
—

Excelerate Energy Inc Class A

1.35
2,886,641
Energy

Mueller Water Products, Inc. Class A

1.26
2,692,308
Industrials

CSW Industrials Inc

1.15
2,451,508
Industrials

Permian Resources Corp Class A

1.03
2,205,809
Energy

Watts Water Technologies Inc Class A

1.02
2,181,841
Industrials

Medpace Holdings Inc

0.99
2,113,970
Healthcare

Avista Corp

0.99
2,108,430
Utilities