Morningstar

VY® Baron Growth R6 VYRBX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 27.08  /  −1.13 %
  • Total Assets 462.9 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 1%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:18 AM GMT+0

Morningstar’s Analysis VYRBX

Will VYRBX 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 VYRBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VYRBX 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 VYRBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A decline in its Process Pillar rating is the primary driver of VY ® Baron Growth R6's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VYRBX

More VYRBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

9.60 42.1 Mil
Financial Services

Gartner Inc

9.41 41.3 Mil
Technology

Arch Capital Group Ltd

8.66 38.0 Mil
Financial Services

Choice Hotels International Inc

7.01 30.7 Mil
Consumer Cyclical

FactSet Research Systems Inc

5.81 25.5 Mil
Financial Services

CoStar Group Inc

5.67 24.8 Mil
Real Estate

Vail Resorts Inc

5.50 24.1 Mil
Consumer Cyclical

Kinsale Capital Group Inc

5.37 23.5 Mil
Financial Services

Primerica Inc

4.80 21.0 Mil
Financial Services

Ansys Inc

4.62 20.3 Mil
Technology

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