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Voya Equity Trust - Voya SmallCap Opportunities Fund (ISOWX)

46.58 -1.48 (-3.08%)
At close: 8:00 PM EDT

Fund Summary

The fund invests at least 80% of its net assets in common stocks of smaller, lesser-known U.S. companies. It may at times invest a significant portion of its assets (greater than 25%) in specific sectors of the economy, such as in the technology and health care sectors, respectively. The fund may also invest up to 20% of its net assets in equity securities of foreign issuers, including issuers located in emerging markets that are ADRs or traded on a U.S. stock exchange, when consistent with its investment objective. The fund may invest in other investment companies, including exchange-traded funds.

Voya Equity Trust - Voya SmallCap Opportunities Fund

Scottsdale AZ 85258
7337 E. Doubletree Ranch Road

Fund Overview

Category Small Growth
Fund Family Voya
Net Assets 89.14M
YTD Return -25.02%
Yield 0.00%
Morningstar Rating
Inception Date Apr 01, 1999

Fund Operations

Last Dividend --
Last Cap Gain -23.00
Holdings Turnover 190.00%
Average for Category --

Fees & Expenses

Expense ISOWX Category Average
Annual Report Expense Ratio (net) 0.98% 1.21%
Prospectus Net Expense Ratio 0.98% --
Prospectus Gross Expense Ratio 1.27% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.40%
Max Deferred Sales Load -- 1.27%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Richard J. Johnson, Lead Manager since February 01, 2022
Richard J. Johnson, CFA, Portfolio Manager, joined Voya IM in 2022. Previously, Mr. Johnson was the chief executive officer and chief investment officer of Tygh Capital Management from 2004-2022. Prior to forming Tygh Capital Management, Mr. Johnson was the CIO for Columbia Management’s Portland equity team and lead portfolio manager for the small/mid cap team from 1994-2004. Mr. Johnson graduated cum laude with a BA degree in geology from Occidental College in 1980 and received his MBA degree from the Anderson Graduate School of Management at UCLA in 1990.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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