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Voya Russell Large Cap Index Port S2 (IRLUX) Fund Ranking and Research

Ranking, Research and Recommendation of Voya Russell Large Cap Index Port S2 (IRLUX) Fund

    Last Trade: $20.40 on 10/17/2017, Change: +0.02 (0.1%)

 

Graph of Voya Russell Large Cap Index Port S2 Fund (IRLUX) ManagerFund Manager - Steven Yee Wetter

Fund Manager Information

Fund Manager Tenure: 5.5 years
Similar Funds: IRLCX  IRLIX 
Fund Family: Voya
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (What does this score mean?)

 

Graph of Voya Russell Large Cap Index Port S2 Fund (IRLUX) ProfileVoya Russell Large Cap Index Port S2 Fund (IRLUX) Profile

Fund Profile and Description

Voya Russell Large Cap Index Port S2 Fund seeks the results that correspond to the total return of the Russell Top 200 index. Voya Russell Large Cap Index Port S2 Fund normally invests at least 80% of assets, plus borrowings for investment purposes, in equity securities of companies included in the index, convertible securities that are convertible into stocks included in the index, other derivatives whose economic returns are, by design, closely equivalent to the returns of the index, or its components and exchange-traded funds. It may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets.

 

Voya Russell Large Cap Index Port S2 (IRLUX) Fund Strength What we like about Voya Russell Large Cap Index Port S2 (IRLUX) Fund

Data for Voya Russell Large Cap Index Port S2 Fund (IRLUX) as of May 30, 2016

  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) management has been with Voya Russell Large Cap Index Port S2 Fund for 5.5 years
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) has good short-term performance (1-year return 1.29% vs -1.15% Large Blend category median performance)
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) has good mid-term performance (3-year return 10.39% vs 9.43% Large Blend category median performance)
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) has good Long-term performance (5-year return 11.09% vs 10.15% Large Blend category median performance)
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) ratio of up-years vs down years is greater than 2
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) has a Morningstar rating of 4 and above
  • Asset base in Voya Russell Large Cap Index Port S2 Fund (IRLUX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) has an annual stock turnover rate of 6.00% vs Large Blend average of 53.12%. It is good that Voya Russell Large Cap Index Port S2 management does not trade extensively for its return.
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.47, lower than category average of 11.67
  • Voya Russell Large Cap Index Port S2 Fund (IRLUX) has a lower expense ratio than its Large Blend average: 0.77% vs 1.02%

Voya Russell Large Cap Index Port S2 Fund (IRLUX) Weakness What we are cautious about Voya Russell Large Cap Index Port S2 (IRLUX) Fund

Data for Voya Russell Large Cap Index Port S2 Fund (IRLUX) as of May 30, 2016

  • Even though Voya Russell Large Cap Index Port S2 Fund carries no load, it does have a 0.40% of 12b1 promotion, distributions, marketing expenses
See Voya Russell Large Cap Index Port S2 Fund (IRLUX) performance details as of May 30, 2016

 

What do you think?

 

Compare Voya Russell Large Cap Index Port S2 Fund (IRLUX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Voya Russell Large Cap Index Port S22.551.2910.3911.09
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
INTECH US Mgd Volatility T (JRSTX)4.122.8710.5311.53Compare

See top fund managers for Large Blend Category Funds

 

Compare Voya Russell Large Cap Index Port S2 Fund (IRLUX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Voya Russell Large Cap Index Port S2 Fund (IRLUX) Net Asset TrackingVoya Russell Large Cap Index Port S2 (IRLUX) Fund Net Asset

Track net asset change of Voya Russell Large Cap Index Port S2 fund (IRLUX)

DateNet Asset
05/2016$803.70M
03/2016$790.44M
02/2016$742.11M
More historic net asset information on Voya Russell Large Cap Index Port S2 Fund (IRLUX)

  

Graph of Voya Russell Large Cap Index Port S2 Fund (IRLUX) Portfolio TrackingVoya Russell Large Cap Index Port S2 (IRLUX) Fund Portfolio Allocation

Track portfolio allocation change of Voya Russell Large Cap Index Port S2 fund (IRLUX)

DateCashStockBondOther
03/20162.95%97.05%0%0%
12/20152.38%97.08%0%0.54%
09/20150.72%98.69%0%0.59%
Click here to see more historic asset allocation information on Voya Russell Large Cap Index Port S2 Fund (IRLUX)

 

graph of Voya Russell Large Cap Index Port S2 Fund (IRLUX) Top 10 Position TrackingTop 10 Holdings in Voya Russell Large Cap Index Port S2 (IRLUX) Fund

Discover what Voya Russell Large Cap Index Port S2 Fund (IRLUX) manager is buying

Mar 30, 2016
Apple Inc. [4.15%]
Microsoft Corporation [2.95%]
Exxon Mobil Corporation Common [2.31%]
E-mini S&P 500 June16 [1.98%]
Johnson & Johnson Common Stock [1.98%]
General Electric Company Common [1.97%]
Berkshire Hathaway Inc B [1.74%]
Facebook, Inc. [1.63%]
AT&T Inc. [1.57%]
Amazon.com, Inc. [1.49%]

Dec 30, 2015
Apple Inc. [3.98%]
Microsoft Corporation [2.95%]
E-mini S&P 500 [2.6%]
Exxon Mobil Corporation Common [2.14%]
General Electric Company Common [1.92%]
Johnson & Johnson Common Stock [1.87%]
Amazon.com, Inc. [1.69%]
Wells Fargo & Company Common St [1.66%]
JP Morgan Chase & Co. Common St [1.61%]
Berkshire Hathaway Inc B [1.61%]

Sep 29, 2015
Apple Inc. [4.61%]
Microsoft Corporation [2.6%]
Exxon Mobil Corporation Common [2.26%]
Johnson & Johnson Common Stock [1.88%]
General Electric Company Common [1.84%]
Berkshire Hathaway Inc Class B [1.76%]
Wells Fargo & Company Common St [1.74%]
JP Morgan Chase & Co. Common St [1.64%]
AT&T Inc. [1.44%]
Procter & Gamble Company (The) [1.42%]
Click here for Stock Holding Change Map in Voya Russell Large Cap Index Port S2 Fund (IRLUX)

  

Latest News on Voya Russell Large Cap Index Port S2 (IRLUX) Fund

See what is happening with Voya Russell Large Cap Index Port S2 Fund (IRLUX)

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Voya Russell Large Cap Index Port S2 Fund (IRLUX) Related ResourcesSee more information on Voya Russell Large Cap Index Port S2 (IRLUX) Fund

Popular pages on Voya Russell Large Cap Index Port S2 (IRLUX) Fund

  

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