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Morningstar

Voya Russell Mid Cap Index Port S IRMCX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.50  /  +0.10 %
  • Total Assets 967.8 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.42%
  • Turnover 22%

USD | NAV as of May 20, 2024 | 1-Day Return as of May 20, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IRMCX

Will IRMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IRMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IRMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Voya Russell Mid Cap Index Port S’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IRMCX

More IRMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

0.66 6.2 Mil
Industrials

Amphenol Corp Class A

0.65 6.0 Mil
Technology

Parker Hannifin Corp

0.64 6.0 Mil
Industrials

TransDigm Group Inc

0.61 5.7 Mil
Industrials

Phillips 66

0.58 5.4 Mil
Energy

CrowdStrike Holdings Inc Class A

0.57 5.3 Mil
Technology

KKR & Co Inc Ordinary Shares

0.57 5.3 Mil
Financial Services

Constellation Energy Corp

0.55 5.1 Mil
Utilities

Cintas Corp

0.52 4.9 Mil
Industrials

Apollo Global Management Inc Class A

0.52 4.8 Mil
Financial Services