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Voya Balanced Port I (IBPIX)

15.15 +0.12 (+0.80%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser ("Sub-Adviser"). The Portfolio may invest in domestic and international securities, including emerging markets securities, which may be denominated in foreign currencies or in the U.S. dollar.

Voya Balanced Port I

Scottsdale AZ 85258
7337 E. Doubletree Ranch Road, Ste 100
480-477-3000

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Voya
Net Assets 313.59M
YTD Return 5.47%
Yield 1.59%
Morningstar Rating
Inception Date Apr 03, 1989

Fund Operations

Last Dividend 0.25
Last Cap Gain 8.00
Holdings Turnover 136.00%
Average for Category --

Fees & Expenses

Expense IBPIX Category Average
Annual Report Expense Ratio (net) 0.74% 0.84%
Prospectus Net Expense Ratio 0.74% --
Prospectus Gross Expense Ratio 0.80% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.07%
Max Deferred Sales Load -- 1.48%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Lanyon Blair is a Head of Manager Research and Selection for Multi-Asset Strategies and Solutions (MASS) at Voya Investment Management. He is responsible for manager research and selection activities across equity, fixed income, real estate and commodities asset classes for all of the MASS group’s multi-manager products, including risk-based, target date, portable alpha and other asset class fund of funds solutions. Prior to joining Voya, he was an investment analyst at Wells Fargo, focusing on research and due diligence of equity, real estate and multi-asset managers. Prior to that, he was a research analyst with Fidelity Investments covering equity and real estate managers for Fidelity’s retirement platform. Lanyon began his career as a consultant with FactSet Research Systems, where he worked closely with equity, fixed income and real estate research teams. Lanyon earned an MA in economics from American University and BA degrees in economics and criminal justice from Indiana University. He is a CFA® Charterholder and a Chartered Alternative Investment Analyst®.

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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