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Voya Mid Cap Value Advantage B (APMBX) Fund Ranking and Research

Ranking, Research and Recommendation of Voya Mid Cap Value Advantage B (APMBX) Fund

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

 

Graph of Voya Mid Cap Value Advantage B Fund (APMBX) ManagerFund Manager - Vincent Yee Costa

Fund Manager Information

Fund Manager Tenure: 4.6 years
Similar Funds: APMCX 
Fund Family: Voya
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.5)     (What does this score mean?)

 

Graph of Voya Mid Cap Value Advantage B Fund (APMBX) ProfileVoya Mid Cap Value Advantage B Fund (APMBX) Profile

Fund Profile and Description

Voya Mid Cap Value Advantage B Fund seeks to outperform the total return performance of the S&P Midcap 400 index. Voya Mid Cap Value Advantage B Fund normally invests at least 80% of assets in securities of mid-capitalization companies included in the S&P MidCap 400 index. It may invest in derivative instruments. Voya Mid Cap Value Advantage B Fund may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets.

 

Voya Mid Cap Value Advantage B (APMBX) Fund Strength What we like about Voya Mid Cap Value Advantage B (APMBX) Fund

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

  • Voya Mid Cap Value Advantage B Fund (APMBX) management has been with Voya Mid Cap Value Advantage B Fund for 4.6 years
  • Voya Mid Cap Value Advantage B Fund (APMBX) ratio of up-years vs down years is greater than 2
  • Asset base in Voya Mid Cap Value Advantage B Fund (APMBX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Voya Mid Cap Value Advantage B Fund (APMBX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.17, lower than category average of 12.6

Voya Mid Cap Value Advantage B Fund (APMBX) Weakness What we are cautious about Voya Mid Cap Value Advantage B (APMBX) Fund

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

  • Voya Mid Cap Value Advantage B Fund (APMBX) has a less-than-ideal short-term performance (1-year return -5.00% vs -3.20% Mid-Cap Value category median performance)
  • Voya Mid Cap Value Advantage B Fund (APMBX) has a less-than-ideal mid-term performance (3-year return 5.91% vs 8.20% Mid-Cap Value category median performance)
  • Voya Mid Cap Value Advantage B Fund (APMBX) has a less-than-ideal Long-term performance (5-year return 6.74% vs 8.87% Mid-Cap Value category median performance)
  • Voya Mid Cap Value Advantage B Fund (APMBX) has a Morningstar rating of 3 and below
  • Voya Mid Cap Value Advantage B Fund (APMBX) has an annual stock turnover rate of 73.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean Voya Mid Cap Value Advantage B is more nimble, but also signal potential high tax impact and high trading fees
  • Voya Mid Cap Value Advantage B Fund (APMBX) has a higher expense ratio of 1.74% than its Mid-Cap Value average of 1.18%
  • Voya Mid Cap Value Advantage B Fund (APMBX) carries a 5% load
See Voya Mid Cap Value Advantage B Fund (APMBX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Voya Mid Cap Value Advantage B6.23-5.005.916.74
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare
MFS Mid Cap Value A (MVCAX)6.84-0.5910.1010.52Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Voya Mid Cap Value Advantage B Fund (APMBX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Voya Mid Cap Value Advantage B Fund (APMBX) Net Asset TrackingVoya Mid Cap Value Advantage B (APMBX) Fund Net Asset

Track net asset change of Voya Mid Cap Value Advantage B fund (APMBX)

DateNet Asset
05/2016$155.34M
03/2016$152.88M
02/2016$142.67M
More historic net asset information on Voya Mid Cap Value Advantage B Fund (APMBX)

  

Graph of Voya Mid Cap Value Advantage B Fund (APMBX) Portfolio TrackingVoya Mid Cap Value Advantage B (APMBX) Fund Portfolio Allocation

Track portfolio allocation change of Voya Mid Cap Value Advantage B fund (APMBX)

DateCashStockBondOther
03/20161.45%98.55%0%0%
12/20151.61%98.39%0%0%
09/20152.55%97.45%0%0%
Click here to see more historic asset allocation information on Voya Mid Cap Value Advantage B Fund (APMBX)

 

graph of Voya Mid Cap Value Advantage B Fund (APMBX) Top 10 Position TrackingTop 10 Holdings in Voya Mid Cap Value Advantage B (APMBX) Fund

Discover what Voya Mid Cap Value Advantage B Fund (APMBX) manager is buying

Mar 30, 2016
DTE Energy Company Common Stock [3.17%]
Exelon Corporation Common Stock [2.83%]
Xcel Energy Inc. Common Stock [2.82%]
Hartford Financial Services Gro [2.56%]
American Electric Power Company [2.5%]
Coach, Inc. Common Stock [2.4%]
ProLogis, Inc. Common Stock [2.37%]
Albemarle Corporation Common St [2.3%]
Pinnacle West Capital Corporati [2.29%]
Mid-America Apartment Communiti [2.22%]

Dec 30, 2015
PP&L Corporation Common Stock [2.9%]
DTE Energy Company Common Stock [2.78%]
Hartford Financial Services Gro [2.39%]
iShares Russell Mid-Cap Value [2.28%]
ProLogis, Inc. Common Stock [2.28%]
American Electric Power Company [2.17%]
Roper Technologies, Inc. Common [2.14%]
KeyCorp Common Stock [2.06%]
Sempra Energy Common Stock [2%]
Mid-America Apartment Communiti [1.95%]

Sep 29, 2015
PP&L Corporation Common Stock [2.68%]
DTE Energy Company Common Stock [2.67%]
Hartford Financial Services Gro [2.41%]
American Electric Power Company [2.03%]
Sempra Energy Common Stock [1.97%]
KeyCorp Common Stock [1.95%]
ProLogis, Inc. Common Stock [1.9%]
Xcel Energy Inc. Common Stock [1.71%]
Roper Technologies, Inc. Common [1.7%]
Microchip Technology Incorporat [1.56%]
Click here for Stock Holding Change Map in Voya Mid Cap Value Advantage B Fund (APMBX)

  

Latest News on Voya Mid Cap Value Advantage B (APMBX) Fund

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