Voya Index Plus LargeCap Port ADV (VIPAX)
29.39
-3.08 (-9.49%)
USD |
May 12
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.05% | 891.54M | 0.71% | 52.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -102.47M | 44.06% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to outperform the total return performance of the S&P 500® 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 large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by S&P Global Ratings. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | IPLIX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Voya |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Vincent Costa | 14.93 yrs |
| Steven Wetter | 7.59 yrs |
| Kai Wong | 2.17 yrs |
| Peg DiOrio | 2.17 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
60
-102.47M
-25.72B
Category Low
14.89B
Category High
3 Months
% Rank:
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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, 2021
Performance Versus Category
As of May 12, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of May 12, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Microsoft Corp | 5.82% | 243.40 | 1.84% |
| Apple Inc | 5.22% | 125.26 | 2.03% |
| Amazon.com Inc | 4.32% | 3155.27 | 0.11% |
| Alphabet Inc A | 3.52% | 2227.50 | 1.24% |
| Facebook Inc A | 2.51% | 304.50 | 0.64% |
| JPMorgan Chase & Co | 2.04% | 161.64 | 2.66% |
| UnitedHealth Group Inc | 1.50% | 410.54 | 1.28% |
| Tesla Inc | 1.44% | 570.82 | -3.23% |
| Johnson & Johnson | 1.42% | 170.62 | 1.44% |
| PepsiCo Inc | 1.21% | 147.05 | 1.96% |
Basic Info
| Investment Strategy | |
| The investment seeks to outperform the total return performance of the S&P 500® 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 large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by S&P Global Ratings. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | IPLIX |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Large Blend |
| Category Index | Russell 1000 TR USD |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Voya |
| Prospectus Benchmark Index | |
| S&P 500 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Vincent Costa | 14.93 yrs |
| Steven Wetter | 7.59 yrs |
| Kai Wong | 2.17 yrs |
| Peg DiOrio | 2.17 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-12-21) | 0.71% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 26.52 |
| 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, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 8/24/2018 |
| Last Annual Report Date | 12/31/2020 |
| Last Prospectus Date | 5/1/2021 |
| Share Classes | |
| IPLIX | Inst |
| IPLSX | S |
| 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 |