Voya Global Perspectives Portfolio I (IPIRX)
8.96
-0.03
(-0.33%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks total return. Under normal market conditions, approximately 60% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in equity securities, and approximately 40% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in debt instruments. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset USD Bal - Global |
| Peer Group | Mixed-Asset Target Alloc Moderate Funds |
| Global Macro | Mixed Asset HC Balanced |
| US Macro | Mixed-Assets Target Allocation Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Voya |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group Low
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | -1.86% |
| Stock | 61.60% |
| Bond | 39.60% |
| Convertible | 0.00% |
| Preferred | 0.21% |
| Other | 0.45% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Voya VP International Index Portfolio I | 10.22% | 12.14 | 0.33% |
| Voya Small Company Portfolio R6 | 10.19% | 15.57 | -1.39% |
| Voya MidCap Opportunities Portfolio R6 | 10.15% | 5.62 | -1.06% |
| VY CBRE Global Real Estate Portfolio Inst | 9.96% | 10.30 | -0.68% |
| Voya Emerging Markets Index Portfolio I | 9.92% | 10.15 | 0.59% |
| Voya GNMA Income Fund R6 | 9.91% | 7.47 | -0.27% |
| Voya VP Index Plus LargeCap Portfolio I | 9.89% | 29.40 | -1.21% |
| Voya VP US Bond Index Portfolio I | 9.89% | 9.12 | -0.33% |
| Voya High Yield Portfolio Institutional | 9.88% | 8.76 | -0.11% |
| Voya Global Bond Fund R6 | 9.87% | 7.20 | 0.28% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | 0.17% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product |
|
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks total return. Under normal market conditions, approximately 60% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in equity securities, and approximately 40% of the Fund's net assets will be allocated to Underlying Funds that predominantly invest in debt instruments. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset USD Bal - Global |
| Peer Group | Mixed-Asset Target Alloc Moderate Funds |
| Global Macro | Mixed Asset HC Balanced |
| US Macro | Mixed-Assets Target Allocation Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Voya |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Growth Metrics
| EPS Growth (1Y) | 18.06% |
| EPS Growth (3Y) | 18.41% |
| EPS Growth (5Y) | 11.88% |
| Sales Growth (1Y) | 10.59% |
| Sales Growth (3Y) | 16.39% |
| Sales Growth (5Y) | 12.54% |
| Sales per Share Growth (1Y) | 11.81% |
| Sales per Share Growth (3Y) | 14.83% |
| Operating Cash Flow - Growth Ratge (3Y) | 18.93% |
As of January 31, 2025
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:IPIRX", "name") |
| Broad Asset Class: =YCI("M:IPIRX", "broad_asset_class") |
| Broad Category: =YCI("M:IPIRX", "broad_category_group") |
| Prospectus Objective: =YCI("M:IPIRX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |