Nasdaq - Delayed Quote USD

Voya Partners, Inc. - Voya Aggregate Bond Portfolio (IPTRX)

9.76 0.00 (0.00%)
At close: June 28 at 8:00 PM EDT

Fund Summary

The fund invests up to 100% of its assets in common stocks that are part of the S&P 500 Index and/or the Russell 1000 Index. The Adviser invests in the 20-25 stocks showing the most breakaway listed on the S&P 500 Index and/or the Russell 1000 Index. The companies whose stocks are exhibiting the most breakaway could be from the same industry or sector. The fund is non-diversified.

Voya Partners, Inc. - Voya Aggregate Bond Portfolio

Omaha, NE 68130
17605 Wright Street, Suite 2

Fund Overview

Category Large Growth
Fund Family Pinnacle
Net Assets 3.64M
YTD Return -13.93%
Yield 0.00%
Morningstar Rating
Inception Date Dec 03, 2018

Fund Operations

Last Dividend 0.00
Last Cap Gain 6.00
Holdings Turnover 267.00%
Average for Category --

Fees & Expenses

Expense IPTRX Category Average
Annual Report Expense Ratio (net) 0.99% 0.99%
Prospectus Net Expense Ratio 0.99% --
Prospectus Gross Expense Ratio 3.08% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul Carroll has been the Chief Investment Officer and Chief Compliance officer of the Pinnacle Family Advisors, LLC since 2008. Mr. Carroll also served as a Financial Advisor for Raymond James Financial Services from December 2005 to November 2008.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

Related Tickers