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Voya Balanced Port I (IBPIX)

15.07 -0.07 (-0.46%)
As of 8:05 AM EDT. Market Open.
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DELL
  • Previous Close 15.14
  • YTD Return 5.47%
  • Expense Ratio 0.74%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 313.59M
  • Beta (5Y Monthly) 1.04
  • Yield 1.59%
  • 5y Average Return --
  • Holdings Turnover 136.00%
  • Last Dividend 0.25
  • Inception Date Apr 3, 1989

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

Fund Family

Allocation--50% to 70% Equity

Fund Category

313.59M

Net Assets

1989-04-03

Inception Date

Performance Overview: IBPIX

Trailing returns as of 4/25/2024. Category is Allocation--50% to 70% Equity.

YTD Return

IBPIX
5.47%
Category
9.69%
 

1-Year Return

IBPIX
16.03%
Category
27.06%
 

3-Year Return

IBPIX
4.14%
Category
11.00%
 

5-Year Return

IBPIX
7.31%
Category
10.26%
 

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Holdings: IBPIX

Top 8 Holdings (37.47% of Total Assets)

SymbolCompany% Assets
INGIX
Voya US Stock Index Port I 18.57%
IGZAX
Voya Short Term Bond R6 7.04%
VWO
Vanguard Emerging Markets Stock Index Fund 3.03%
AGG
iShares Core U.S. Aggregate Bond ETF 1.95%
VYSEX
Voya Small Company R6 1.93%
VGLT
Vanguard Long-Term Treasury Index Fund ETF Shares 1.91%
MSFT
Microsoft Corporation 1.64%
AAPL
Apple Inc. 1.40%

Sector Weightings

SectorIBPIX
Technology   26.84%
Healthcare   11.91%
Industrials   10.15%
Energy   4.27%
Real Estate   3.20%
Utilities   2.33%

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