Morningstar

Voya Corporate Leaders 100 I VYCCX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 25.61  /  +0.23 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 1.55%
  • Turnover 24%

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

Morningstar’s Analysis VYCCX

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

  • People Pillar

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

Not quite an index fund, but more expensive than one.

Senior Analyst David Kathman

David Kathman

Senior Analyst

Summary

Voya Corporate Leaders 100 hasn’t demonstrated that it can add long-term value over passive alternatives. It maintains pillar ratings of Average for both People and Process.

by David Kathman
Rated on Published on

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Portfolio Holdings VYCCX

More VYCCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

3M Co

1.23 13.1 Mil
Industrials

PayPal Holdings Inc

1.17 12.5 Mil
Financial Services

RTX Corp

1.15 12.3 Mil
Industrials

Lockheed Martin Corp

1.14 12.2 Mil
Industrials

Philip Morris International Inc

1.14 12.2 Mil
Consumer Defensive

UnitedHealth Group Inc

1.14 12.2 Mil
Healthcare

Bristol-Myers Squibb Co

1.13 12.1 Mil
Healthcare

Starbucks Corp

1.12 12.0 Mil
Consumer Cyclical

U.S. Bancorp

1.12 12.0 Mil
Financial Services

International Business Machines Corp

1.11 11.9 Mil
Technology

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