VY American Century Small-Mid Cap Val I (IACIX)
* As of 31-Mar-15
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|iShares Russell Mid-Cap Value||1.89||-2.07|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.86%|
Performance & Risk
|5y Avg Return:||14.16%|
|Rank in Category (ytd):||65|
|% Rank in Category (ytd):||13%|
|Morningstar Risk Rating:||2|
The investment seeks long-term capital growth; income is a secondary objective.
The fund invests at least 80% of its assets in equity securities of small- and mid-capitalization companies. The sub-adviser defines small-capitalization companies to include those with a market capitalization no larger than that of the largest company in the S&P SmallCap 600® Index or the Russell 2000® Index and mid-capitalization companies to include those whose market capitalization at the time of purchase is within the capitalization range of the Russell 3000® Index, excluding the largest 100 such companies. View More