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Voya Index Plus LargeCap Port ADV (VIPAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
27.75+0.22 (+0.80%)
At close: 08:00PM EDT

Voya Index Plus LargeCap Port ADV

Scottsdale, AZ 85258

7337 E. Doubletree Ranch Road

Voya Investments

Management Information
Kai Yee Wong,Lead Manager since February 27, 2019
Kai Yee Wong, Portfolio Manager of Voya Investment Management, is responsible for the portfolio management of the index, active quantitative, and smart beta strategies. Prior to joining Voya IM in 2012, Ms. Wong worked as a senior equity portfolio manager at Northern Trust, responsible for managing various global indices including developed, emerging, real estate, Topix, and socially responsible benchmarks (2003 – 2009). Previously Kai Yee served as a portfolio manager with Deutsche Bank, an assistant treasurer at Bankers Trust and a trust officer at the Bank of Tokyo. She earned a BS from New York University Stern School of Business.
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.

Fund Overview

CategoryLarge Blend
Fund FamilyVoya
Net Assets807.74M
YTD Return25.42%
Yield0.40%
Morningstar Rating★★★
Inception DateAug 23, 2018

Fund Operations

Last Dividend0.10
Last Cap Gain11.00
Holdings Turnover57.00%
Average for CategoryN/A

Fees & Expenses

ExpenseVIPAXCategory Average
Annual Report Expense Ratio (net)1.05%0.84%
Prospectus Net Expense Ratio1.05%N/A
Prospectus Gross Expense Ratio1.07%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A