Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.73% 318.83M 2.07% 101.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-36.98M -8.27% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks total return consisting of capital appreciation (both realized and unrealized) and current income; long-term capital appreciation is the secondary consideration. The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser ("Sub-Adviser"). The Portfolio may invest in domestic and international securities, including emerging markets securities, which may be denominated in foreign currencies or in the U.S. dollar.
General
Security Type Mutual Fund
Oldest Share Symbol IBPIX
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--50% to 70% Equity
Category Index Morningstar Mod Tgt Risk TR USD
Prospectus Objective Balanced
Fund Owner Firm Name Voya
Prospectus Benchmark Index
S&P Target Risk Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Zemsky 15.01 yrs
Matthew Toms 5.08 yrs
Barbara Reinhard 4.00 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 67
-36.98M
-4.545B Category Low
5.029B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of April 30, 2022

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
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% Rank in Cat (NAV)
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As of May 20, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-1.86%
7.82%
14.73%
-6.83%
19.11%
10.85%
15.92%
-15.08%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.67%
1.06%
8.12%
14.35%
-5.19%
19.62%
9.11%
14.71%
-13.16%
-0.85%
8.17%
15.31%
-2.93%
24.44%
15.78%
14.17%
-14.38%
0.17%
6.98%
17.45%
-4.42%
19.52%
14.56%
10.76%
-14.49%
0.65%
6.11%
18.20%
-4.85%
20.94%
14.67%
13.51%
-14.79%
As of May 20, 2022.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (5-20-22) 2.07%
30-Day SEC Yield (4-30-21) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 18.27
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 3.23%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of March 31, 2022

Fund Details

Key Dates
Inception Date 4/3/1989
Last Annual Report Date 12/31/2021
Last Prospectus Date 5/1/2021
Share Classes
IBPSX S
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

As of March 31, 2022.
Type % Net % Long % Short
Cash -1.71% Upgrade Upgrade
Stock 66.43% Upgrade Upgrade
Bond 34.34% Upgrade Upgrade
Convertible 0.92% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.01% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
SPDR® S&P 500 ETF Trust 20.03% 390.95 0.34%
iShares Russell 2000 ETF 3.82% 175.88 -0.11%
iShares MSCI EM ESG Enhanced ETF USD Acc
1.90% -- --
iShares 20+ Year Treasury Bond ETF 1.87% 118.18 -0.28%
Apple Inc 1.85% 139.17 1.15%
Microsoft Corp 1.61% 256.02 1.37%
5 Year Treasury Note Future June 22
1.42% -- --
2 Year Treasury Note Future June 22
1.34% -- --
Voya Short Term Bond R6 1.27% 9.47 0.00%
Alphabet Inc Class A 1.21% 2188.92 0.49%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for Retirement Plan Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks total return consisting of capital appreciation (both realized and unrealized) and current income; long-term capital appreciation is the secondary consideration. The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser ("Sub-Adviser"). The Portfolio may invest in domestic and international securities, including emerging markets securities, which may be denominated in foreign currencies or in the U.S. dollar.
General
Security Type Mutual Fund
Oldest Share Symbol IBPIX
Equity Style Large Cap/Blend
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--50% to 70% Equity
Category Index Morningstar Mod Tgt Risk TR USD
Prospectus Objective Balanced
Fund Owner Firm Name Voya
Prospectus Benchmark Index
S&P Target Risk Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Zemsky 15.01 yrs
Matthew Toms 5.08 yrs
Barbara Reinhard 4.00 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (5-20-22) 2.07%
30-Day SEC Yield (4-30-21) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 18.27
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 3.23%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of March 31, 2022

Fund Details

Key Dates
Inception Date 4/3/1989
Last Annual Report Date 12/31/2021
Last Prospectus Date 5/1/2021
Share Classes
IBPSX S
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Top Portfolio Holders

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