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Voya Index Plus SmallCap Port I (IPSIX) Fund Ranking and Research

Ranking, Research and Recommendation of Voya Index Plus SmallCap Port I (IPSIX) Fund

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

 

Graph of Voya Index Plus SmallCap Port I Fund (IPSIX) ManagerFund Manager - Kai Wong

Fund Manager Information

Fund Manager Tenure: 3.6 years
Similar Funds: IPSSX 
Fund Family: Voya
Fund Category: Small Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Voya Index Plus SmallCap Port I Fund (IPSIX) ProfileVoya Index Plus SmallCap Port I Fund (IPSIX) Profile

Fund Profile and Description

Voya Index Plus SmallCap Port I Fund seeks to outperform the total return performance of the S&P SmallCap 600 index. Voya Index Plus SmallCap Port I Fund invests at least 80% of net assets (plus borrowings for investment purposes) in securities of small-capitalization companies included in the index. It may invest in derivative instruments. Voya Index Plus SmallCap Port I Fund may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets.

 

Voya Index Plus SmallCap Port I (IPSIX) Fund Strength What we like about Voya Index Plus SmallCap Port I (IPSIX) Fund

Data for Voya Index Plus SmallCap Port I Fund (IPSIX) as of May 30, 2016

  • Voya Index Plus SmallCap Port I Fund (IPSIX) management has been with Voya Index Plus SmallCap Port I Fund for 3.6 years
  • Voya Index Plus SmallCap Port I Fund (IPSIX) has good short-term performance (1-year return 0.25% vs -5.18% Small Blend category median performance)
  • Voya Index Plus SmallCap Port I Fund (IPSIX) has good mid-term performance (3-year return 9.85% vs 6.96% Small Blend category median performance)
  • Voya Index Plus SmallCap Port I Fund (IPSIX) has good Long-term performance (5-year return 9.69% vs 7.84% Small Blend category median performance)
  • Voya Index Plus SmallCap Port I Fund (IPSIX) ratio of up-years vs down years is greater than 2
  • Voya Index Plus SmallCap Port I Fund (IPSIX) has a Morningstar rating of 4 and above
  • Asset base in Voya Index Plus SmallCap Port I Fund (IPSIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Voya Index Plus SmallCap Port I Fund (IPSIX) has an annual stock turnover rate of 46.00% vs Small Blend average of 52.13%. It is good that Voya Index Plus SmallCap Port I management does not trade extensively for its return.
  • Voya Index Plus SmallCap Port I Fund (IPSIX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.22, lower than category average of 14.58
  • Voya Index Plus SmallCap Port I Fund (IPSIX) has a lower expense ratio than its Small Blend average: 0.50% vs 1.22%
  • Voya Index Plus SmallCap Port I Fund (IPSIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Voya Index Plus SmallCap Port I Fund (IPSIX) Weakness What we are cautious about Voya Index Plus SmallCap Port I (IPSIX) Fund

Data for Voya Index Plus SmallCap Port I Fund (IPSIX) as of May 30, 2016

See Voya Index Plus SmallCap Port I Fund (IPSIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Voya Index Plus SmallCap Port I Fund (IPSIX)Compare with other top Small Blend category mutual funds

Aadditional top Small Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Voya Index Plus SmallCap Port I6.360.259.859.69
Natixis Vaughan Nelson Small Cap Value A (NEFJX)4.84-1.7410.7010.01Compare
CRM Small Cap Value Instl (CRISX)4.71-1.578.116.99Compare
Shelton S&P Smallcap Index Direct (SMCIX)5.390.849.8410.68Compare

See top fund managers for Small Blend Category Funds

 

Compare Voya Index Plus SmallCap Port I Fund (IPSIX)Compare with Small Blend category ETFs

Some Small Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
SPDR S&P 600 Small Cap ETF (SLY)5.61%0.29%9.84%
Wilshire Micro-Cap ETF (WMCR)000
Vanguard Small-Cap ETF (VB)000
Vanguard S&P Small-Cap 600 ETF (VIOO)000
WisdomTree SmallCap Earnings ETF (EES)000

 

Graph of Voya Index Plus SmallCap Port I Fund (IPSIX) Net Asset TrackingVoya Index Plus SmallCap Port I (IPSIX) Fund Net Asset

Track net asset change of Voya Index Plus SmallCap Port I fund (IPSIX)

DateNet Asset
05/2016$281.23M
03/2016$277.71M
02/2016$260.43M
More historic net asset information on Voya Index Plus SmallCap Port I Fund (IPSIX)

  

Graph of Voya Index Plus SmallCap Port I Fund (IPSIX) Portfolio TrackingVoya Index Plus SmallCap Port I (IPSIX) Fund Portfolio Allocation

Track portfolio allocation change of Voya Index Plus SmallCap Port I fund (IPSIX)

DateCashStockBondOther
03/20160.98%99.02%0%0%
12/20151.22%98.3%0%0.48%
09/20151.1%96.41%0%2.49%
Click here to see more historic asset allocation information on Voya Index Plus SmallCap Port I Fund (IPSIX)

 

graph of Voya Index Plus SmallCap Port I Fund (IPSIX) Top 10 Position TrackingTop 10 Holdings in Voya Index Plus SmallCap Port I (IPSIX) Fund

Discover what Voya Index Plus SmallCap Port I Fund (IPSIX) manager is buying

Mar 30, 2016
Littelfuse, Inc. [0.98%]
Helen of Troy Limited [0.97%]
Coherent, Inc. [0.94%]
Selective Insurance Group, Inc. [0.93%]
H. B. Fuller Company Common Sto [0.92%]
Monro Muffler Brake, Inc. [0.91%]
NuVasive, Inc. [0.9%]
Universal Forest Products, Inc. [0.9%]
MKS Instruments, Inc. [0.89%]

Dec 30, 2015
Pool Corporation [1.12%]
PrivateBancorp, Inc. [1.04%]
Microsemi Corporation [1.03%]
NuVasive, Inc. [1.01%]
Littelfuse, Inc. [0.94%]
Healthcare Realty Trust Incorpo [0.9%]
Evercore Partners Inc Class A C [0.9%]
On Assignment, Inc. Common Stoc [0.89%]
Curtiss-Wright Corporation Comm [0.89%]
Helen of Troy Limited [0.88%]

Sep 29, 2015
Pool Corporation [1.15%]
MarketAxess Holdings, Inc. [1.13%]
j2 Global, Inc. [1.1%]
Microsemi Corporation [1.09%]
PrivateBancorp, Inc. [1.01%]
Monro Muffler Brake, Inc. [1.01%]
MB Financial Inc. [0.98%]
PRA Group, Inc. [0.98%]
Post Properties, Inc. Common St [0.96%]
Click here for Stock Holding Change Map in Voya Index Plus SmallCap Port I Fund (IPSIX)

  

Latest News on Voya Index Plus SmallCap Port I (IPSIX) Fund

See what is happening with Voya Index Plus SmallCap Port I Fund (IPSIX)

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Voya Index Plus SmallCap Port I Fund (IPSIX) Related ResourcesSee more information on Voya Index Plus SmallCap Port I (IPSIX) Fund

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