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Voya Mid Cap Value Advantage B Fund (APMBX)

Fund performance review and position details on Voya Mid Cap Value Advantage B Fund (APMBX)

    Last Trade: $ on , Change: (0%)

Voya Mid Cap Value Advantage B Fund (APMBX) HighlightVoya Mid Cap Value Advantage B Fund (APMBX) Fund Summary

Voya Mid Cap Value Advantage B Fund (APMBX) statistics as of May 30, 2016

Category: Mid-Cap Value
Fund Family: Voya
Net Asset: $155.34M
Yield: 0%
Year-to-Date Return: 6.23%
Morningstar rating: 2

 

Voya Mid Cap Value Advantage B Fund (APMBX) CostVoya Mid Cap Value Advantage B Fund (APMBX) Cost

Voya Mid Cap Value Advantage B Fund (APMBX) various investment related cost

Initial Investment: 1,000
Total Expense Ratio (Mid-Cap Value average): 1.74% (1.18%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 5.00%
Annual Holdings Turnover: 73.00%

 

Voya Mid Cap Value Advantage B Fund (APMBX) PerformanceVoya Mid Cap Value Advantage B Fund (APMBX) Performance

Most current Voya Mid Cap Value Advantage B Fund (APMBX) Performance

1-month Performance (Mid-Cap Value category median performance): 1.74% (1.79%)
3-month Performance (Mid-Cap Value category median performance): 12.91% (12.26%)
1 Year Performance (Mid-Cap Value category median performance): -5.00% (-3.20%)
3 Year Performance (Mid-Cap Value category median performance): 5.91% (8.20%)
5 Year Performance (Mid-Cap Value category median performance): 6.74% (8.87%)
Number of Years of positive return: 11 years
Number of Years of negative return: 5 years
3 year Alpha (Mid-Cap Value category average): -4.41 (-2.7)
3 year Beta (Mid-Cap Value category average): 0.98 (1)
3 year Sharpe Ratio: 0.52
3 year Treynor: 5.98

Voya Mid Cap Value Advantage B Fund (APMBX) topholdingTop Stock Holdings in Voya Mid Cap Value Advantage B Fund (APMBX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
DTE Energy Company Common Stock3.17%0.00%
Exelon Corporation Common Stock2.83%0.00%
Xcel Energy Inc. Common Stock2.82%0.00%
Hartford Financial Services Gro2.56%0.00%
American Electric Power Company2.5%0.00%
Coach, Inc. Common Stock2.4%0.00%
ProLogis, Inc. Common Stock2.37%0.00%
Albemarle Corporation Common St2.3%0.00%
Pinnacle West Capital Corporati2.29%0.00%
Mid-America Apartment Communiti2.22%0.00%
*Note: The price change will reset to 0 after the midnight

 

Voya Mid Cap Value Advantage B Fund (APMBX) Portfolio AllocationVoya Mid Cap Value Advantage B Fund (APMBX) Fund Portfolio Allocation

Voya Mid Cap Value Advantage B Fund (APMBX) Fund Portfolio Allocation data as of 03/2016

Stock98.55%
Bond0%
Cash1.45%
Other0%

 

Voya Mid Cap Value Advantage B Fund (APMBX) CompareCompare with other Mid-Cap Value category mutual funds

Below are some additional Mid-Cap Value mutual funds generated out of our database

Fund1 Year3 year5 year
Voya Mid Cap Value Advantage B-5.005.916.74
American Century Mid Cap Value C (ACCLX)4.3411.1311.06 Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)0.4912.5512.11 Compare
MFS Mid Cap Value A (MVCAX)-0.5910.1010.52 Compare

See top fund managers for Mid-Cap Value Category Funds

 

Voya Mid Cap Value Advantage B Fund (APMBX) PerformanceOther Financial Data Web Sites on Voya Mid Cap Value Advantage B Fund (APMBX)

Addition research sites for Voya Mid Cap Value Advantage B Fund (APMBX)

 

Voya Mid Cap Value Advantage B Fund (APMBX) Related ResourcesSee more information on Voya Mid Cap Value Advantage B (APMBX) Fund

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