Voya Index Plus LargeCap Port ADV (VIPAX)
20.92
-0.87 (-3.99%)
USD |
May 18 2022
Returns Chart
Key Stats
Customize
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
1.05% | 795.52M | 0.45% | 60.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-142.68M | -5.36% | 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 | 15.93 yrs |
Steven Wetter | 8.59 yrs |
Kai Wong | 3.17 yrs |
Peg DiOrio | 3.17 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
71
-142.68M
-22.34B
Category Low
40.52B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
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Category Low
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10 Years
% Rank:
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Category Low
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As of April 30, 2022
Performance Versus Category
As of May 18, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 18, 2022.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Apple Inc | 6.31% | 138.06 | -1.96% |
Microsoft Corp | 5.50% | 254.57 | 0.19% |
Alphabet Inc Class A | 4.12% | 2215.02 | -1.03% |
Amazon.com Inc | 3.21% | 2171.44 | 1.36% |
Tesla Inc | 2.28% | 716.97 | 1.01% |
NVIDIA Corp | 1.95% | 174.34 | 2.93% |
Johnson & Johnson | 1.67% | 173.54 | -1.12% |
E-mini S&P 500 Future June 22
|
1.48% | -- | -- |
UnitedHealth Group Inc | 1.45% | 478.21 | 1.45% |
BlackRock Liquidity FedFund Instl | 1.40% | 1.00 | 0.00% |
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 | 15.93 yrs |
Steven Wetter | 8.59 yrs |
Kai Wong | 3.17 yrs |
Peg DiOrio | 3.17 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (5-18-22) | 0.45% |
30-Day SEC Yield | -- |
7-Day SEC Yield | -- |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 20.28 |
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 | 8/24/2018 |
Last Annual Report Date | 12/31/2021 |
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 |