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VY FMR Diversified Mid Cap I (IFDIX) Fund Ranking and Research

Ranking, Research and Recommendation of VY FMR Diversified Mid Cap I (IFDIX) Fund

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Graph of VY FMR Diversified Mid Cap I Fund (IFDIX) ManagerFund Manager - Thomas Allen

Fund Manager Information

Fund Manager Tenure: 15.8 years
Similar Funds: IFDMX  IFDSX  IFDTX 
Fund Family: Voya
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.66)     (What does this score mean?)
Allen is a vice president and portfolio manager with Fidelity Investments. Since joining the firm in 1995, he has worked as a research analyst and portfolio manager.  Get more insights on Thomas Allen

 

Graph of VY FMR Diversified Mid Cap I Fund (IFDIX) ProfileVY FMR Diversified Mid Cap I Fund (IFDIX) Profile

Fund Profile and Description

VY FMR Diversified Mid Cap I Fund seeks long-term growth of capital. VY FMR Diversified Mid Cap I Fund invests up to 80% of assets in securities of companies with medium market capitalization. It invests in companies that are in the Russell Midcap index or the S&P MidCap 400 index with similar market capitalization. VY FMR Diversified Mid Cap I Fund normally invests the Portfolio’s assets primarily in common stocks and may invest up to 25% of the Portfolio’s assets at the time of purchase in securities of foreign issuers, including emerging markets securities, in addition to securities of domestic issuers.

 

VY FMR Diversified Mid Cap I (IFDIX) Fund Strength What we like about VY FMR Diversified Mid Cap I (IFDIX) Fund

Data for VY FMR Diversified Mid Cap I Fund (IFDIX) as of May 30, 2016

  • VY FMR Diversified Mid Cap I Fund (IFDIX) management has been with VY FMR Diversified Mid Cap I Fund for 15.8 years
  • VY FMR Diversified Mid Cap I Fund (IFDIX) has good short-term performance (1-year return -3.62% vs -5.73% Mid-Cap Growth category median performance)
  • VY FMR Diversified Mid Cap I Fund (IFDIX) has good mid-term performance (3-year return 8.96% vs 8.38% Mid-Cap Growth category median performance)
  • VY FMR Diversified Mid Cap I Fund (IFDIX) has good Long-term performance (5-year return 7.89% vs 7.70% Mid-Cap Growth category median performance)
  • VY FMR Diversified Mid Cap I Fund (IFDIX) ratio of up-years vs down years is greater than 2
  • Asset base in VY FMR Diversified Mid Cap I Fund (IFDIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • VY FMR Diversified Mid Cap I Fund (IFDIX) has an annual stock turnover rate of 27.00% vs Mid-Cap Growth average of 50.96%. It is good that VY FMR Diversified Mid Cap I management does not trade extensively for its return.
  • VY FMR Diversified Mid Cap I Fund (IFDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.17, lower than category average of 13.49
  • VY FMR Diversified Mid Cap I Fund (IFDIX) has a lower expense ratio than its Mid-Cap Growth average: 0.64% vs 1.28%
  • VY FMR Diversified Mid Cap I Fund (IFDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

VY FMR Diversified Mid Cap I Fund (IFDIX) Weakness What we are cautious about VY FMR Diversified Mid Cap I (IFDIX) Fund

Data for VY FMR Diversified Mid Cap I Fund (IFDIX) as of May 30, 2016

  • VY FMR Diversified Mid Cap I Fund (IFDIX) has a Morningstar rating of 3 and below
See VY FMR Diversified Mid Cap I Fund (IFDIX) performance details as of May 30, 2016

 

What do you think?

 

Compare VY FMR Diversified Mid Cap I Fund (IFDIX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
VY FMR Diversified Mid Cap I3.74-3.628.967.89
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare VY FMR Diversified Mid Cap I Fund (IFDIX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of VY FMR Diversified Mid Cap I Fund (IFDIX) Net Asset TrackingVY FMR Diversified Mid Cap I (IFDIX) Fund Net Asset

Track net asset change of VY FMR Diversified Mid Cap I fund (IFDIX)

DateNet Asset
05/2016$884.08M
03/2016$879.21M
02/2016$835.91M
More historic net asset information on VY FMR Diversified Mid Cap I Fund (IFDIX)

  

Graph of VY FMR Diversified Mid Cap I Fund (IFDIX) Portfolio TrackingVY FMR Diversified Mid Cap I (IFDIX) Fund Portfolio Allocation

Track portfolio allocation change of VY FMR Diversified Mid Cap I fund (IFDIX)

DateCashStockBondOther
03/20166.2%93.66%0%0%
12/20150.39%98.18%0%1.29%
09/20150.67%91.88%0%7.32%
Click here to see more historic asset allocation information on VY FMR Diversified Mid Cap I Fund (IFDIX)

 

graph of VY FMR Diversified Mid Cap I Fund (IFDIX) Top 10 Position TrackingTop 10 Holdings in VY FMR Diversified Mid Cap I (IFDIX) Fund

Discover what VY FMR Diversified Mid Cap I Fund (IFDIX) manager is buying

Mar 30, 2016
Global Payments Inc. Common Sto [1.52%]
Mcgraw Hill Finl [1.05%]
Electronic Arts Inc. [0.99%]
Boston Scientific Corporation C [0.98%]
Genpact Ltd [0.97%]
CDW Corporation [0.94%]
Total System Services, Inc. Com [0.93%]
Rexnord Corporation Common Stoc [0.91%]
Cardinal Health, Inc. Common St [0.9%]
Spirit Airlines, Inc. [0.87%]

Dec 30, 2015
Global Payments Inc. Common Sto [1.56%]
Jones Lang LaSalle Incorporated [1.12%]
CBRE Group Inc Common Stock Cla [1.09%]
Total System Services, Inc. Com [1.06%]
Electronic Arts Inc. [1.06%]
Cardinal Health, Inc. Common St [1.05%]
McGraw Hill Financial, Inc. Com [0.99%]
Textron Inc. Common Stock [0.97%]
CDW Corporation [0.94%]
STERIS plc Ordinary Shares [0.9%]

Sep 29, 2015
Global Payments Inc. Common Sto [1.44%]
Polaris Industries Inc. Common [1.2%]
Electronic Arts Inc. [1.08%]
CBRE Group Inc Common Stock Cla [1.04%]
Jones Lang LaSalle Incorporated [1.01%]
Spirit Airlines, Inc. [1%]
Total System Services, Inc. Com [1%]
G-III Apparel Group, LTD. [0.98%]
CDW Corporation [0.94%]
Cardinal Health, Inc. Common St [0.93%]
Click here for Stock Holding Change Map in VY FMR Diversified Mid Cap I Fund (IFDIX)

  

Latest News on VY FMR Diversified Mid Cap I (IFDIX) Fund

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VY FMR Diversified Mid Cap I Fund (IFDIX) Related ResourcesSee more information on VY FMR Diversified Mid Cap I (IFDIX) Fund

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