Voya Index Plus MidCap Port S (IPMSX)
16.73
-0.04 (-0.24%)
USD |
May 20 2022
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 0.85% | 480.37M | 0.79% | 63.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -56.88M | -9.28% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to outperform the total return performance of the S&P MidCap 400® Index ("index") while maintaining a market level of risk. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of mid-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 400 mid-capitalization companies traded in the United States and selected by S&P Global Ratings. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | IPMIX |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Blend |
| Category Index | Russell Mid Cap TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Voya |
| Prospectus Benchmark Index | |
| S&P MidCap 400 TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Vincent Costa | 15.93 yrs |
| Steven Wetter | 8.59 yrs |
| Kai Wong | 6.00 yrs |
| Peg DiOrio | 3.17 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
76
-56.88M
-1.615B
Category Low
4.463B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of April 30, 2022
Performance Versus Category
As of May 20, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 20, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| BlackRock Liquidity FedFund Instl | 1.14% | 1.00 | 0.00% |
| Targa Resources Corp | 1.02% | 69.57 | 0.19% |
|
E-mini S&P MidCap 400 Future June 22
|
0.99% | -- | -- |
| AECOM | 0.86% | 68.92 | 1.88% |
| Life Storage Inc | 0.82% | 111.47 | 1.51% |
| Old Republic International Corp | 0.82% | 23.03 | 2.22% |
| Arrow Electronics Inc | 0.81% | 120.06 | 1.47% |
| Owens-Corning Inc | 0.81% | 92.76 | 3.48% |
| Royal Gold Inc | 0.77% | 115.00 | 0.52% |
| Lamar Advertising Co Class A | 0.77% | 95.53 | 0.59% |
Basic Info
| Investment Strategy | |
| The investment seeks to outperform the total return performance of the S&P MidCap 400® Index ("index") while maintaining a market level of risk. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of mid-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 400 mid-capitalization companies traded in the United States and selected by S&P Global Ratings. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | IPMIX |
| Equity Style | Mid Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Mid-Cap Blend |
| Category Index | Russell Mid Cap TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Voya |
| Prospectus Benchmark Index | |
| S&P MidCap 400 TR | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Vincent Costa | 15.93 yrs |
| Steven Wetter | 8.59 yrs |
| Kai Wong | 6.00 yrs |
| Peg DiOrio | 3.17 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-20-22) | 0.79% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 14.68 |
| 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 |
As of March 31, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 7/16/2001 |
| Last Annual Report Date | 12/31/2021 |
| Last Prospectus Date | 5/1/2021 |
| Share Classes | |
| IPMIX | Inst |
| Attributes | |
| Enhanced Index Fund |
|
| 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 |