Morningstar

Voya Russell Large Cap Index Port S2 IRLUX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 41.77  /  −0.24 %
  • Total Assets 881.5 Mil
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.38%
  • Turnover 11%

USD | NAV as of Sep 28, 2024 | 1-Day Return as of Sep 28, 2024, 12:17 AM GMT+0

Morningstar’s Analysis IRLUX

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

  • People Pillar

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

Voya Russell Large Cap Index Port S2’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 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 IRLUX

More IRLUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

8.19 195.5 Mil
Technology

Microsoft Corp

7.63 182.2 Mil
Technology

NVIDIA Corp

6.99 166.7 Mil
Technology

Amazon.com Inc

4.08 97.4 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.81 67.1 Mil
Communication Services

Alphabet Inc Class A

2.36 56.4 Mil
Communication Services

Berkshire Hathaway Inc Class B

2.14 51.2 Mil
Financial Services

Eli Lilly and Co

2.01 48.0 Mil
Healthcare

Alphabet Inc Class C

2.00 47.8 Mil
Communication Services

Broadcom Inc

1.82 43.5 Mil
Technology

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