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Voya MidCap Opportunities Port S (ISMOX) Fund Ranking and Research

Ranking, Research and Recommendation of Voya MidCap Opportunities Port S (ISMOX) Fund

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Graph of Voya MidCap Opportunities Port S Fund (ISMOX) ManagerFund Manager - Jeff Bianchi

Fund Manager Information

Fund Manager Tenure: 14.0 years
Fund Family: Voya
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)

 

Graph of Voya MidCap Opportunities Port S Fund (ISMOX) ProfileVoya MidCap Opportunities Port S Fund (ISMOX) Profile

Fund Profile and Description

Voya MidCap Opportunities Port S Fund seeks long-term capital appreciation. Voya MidCap Opportunities Port S Fund normally invests at least 80% of net assets in the common stocks of mid-sized U.S. companies with market capitalizations that fall within the range of companies in the Russell Midcap Growth index. It may also invest in derivative instruments and foreign securities. Voya MidCap Opportunities Port S Fund also may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets. It may engage in frequent and active trading of portfolio securities to achieve its investment objective.

 

Voya MidCap Opportunities Port S (ISMOX) Fund Strength What we like about Voya MidCap Opportunities Port S (ISMOX) Fund

Data for Voya MidCap Opportunities Port S Fund (ISMOX) as of May 30, 2016

  • Voya MidCap Opportunities Port S Fund (ISMOX) management has been with Voya MidCap Opportunities Port S Fund for 14.0 years
  • Voya MidCap Opportunities Port S Fund (ISMOX) has good short-term performance (1-year return -1.23% vs -5.73% Mid-Cap Growth category median performance)
  • Voya MidCap Opportunities Port S Fund (ISMOX) has good mid-term performance (3-year return 9.21% vs 8.38% Mid-Cap Growth category median performance)
  • Voya MidCap Opportunities Port S Fund (ISMOX) has good Long-term performance (5-year return 8.51% vs 7.70% Mid-Cap Growth category median performance)
  • Voya MidCap Opportunities Port S Fund (ISMOX) ratio of up-years vs down years is greater than 2
  • Voya MidCap Opportunities Port S Fund (ISMOX) has a Morningstar rating of 4 and above
  • Asset base in Voya MidCap Opportunities Port S Fund (ISMOX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Voya MidCap Opportunities Port S Fund (ISMOX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.16, lower than category average of 13.49
  • Voya MidCap Opportunities Port S Fund (ISMOX) has a lower expense ratio than its Mid-Cap Growth average: 1.06% vs 1.28%

Voya MidCap Opportunities Port S Fund (ISMOX) Weakness What we are cautious about Voya MidCap Opportunities Port S (ISMOX) Fund

Data for Voya MidCap Opportunities Port S Fund (ISMOX) as of May 30, 2016

  • Voya MidCap Opportunities Port S Fund (ISMOX) has an annual stock turnover rate of 94.00% that is higher than the Mid-Cap Growth average of 50.96%. This could mean Voya MidCap Opportunities Port S is more nimble, but also signal potential high tax impact and high trading fees
  • Even though Voya MidCap Opportunities Port S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See Voya MidCap Opportunities Port S Fund (ISMOX) performance details as of May 30, 2016

 

What do you think?

 

Compare Voya MidCap Opportunities Port S Fund (ISMOX)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
Voya MidCap Opportunities Port S3.97-1.239.218.51
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 Voya MidCap Opportunities Port S Fund (ISMOX)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 Voya MidCap Opportunities Port S Fund (ISMOX) Net Asset TrackingVoya MidCap Opportunities Port S (ISMOX) Fund Net Asset

Track net asset change of Voya MidCap Opportunities Port S fund (ISMOX)

DateNet Asset
05/2016$1.26B
03/2016$1.18B
02/2016$1.13B
More historic net asset information on Voya MidCap Opportunities Port S Fund (ISMOX)

  

Graph of Voya MidCap Opportunities Port S Fund (ISMOX) Portfolio TrackingVoya MidCap Opportunities Port S (ISMOX) Fund Portfolio Allocation

Track portfolio allocation change of Voya MidCap Opportunities Port S fund (ISMOX)

DateCashStockBondOther
03/20160.4%99.6%0%0%
12/20152.64%95.79%0%1.57%
09/20150.92%97.89%0%1.19%
Click here to see more historic asset allocation information on Voya MidCap Opportunities Port S Fund (ISMOX)

 

graph of Voya MidCap Opportunities Port S Fund (ISMOX) Top 10 Position TrackingTop 10 Holdings in Voya MidCap Opportunities Port S (ISMOX) Fund

Discover what Voya MidCap Opportunities Port S Fund (ISMOX) manager is buying

Mar 30, 2016
Southwest Airlines Company Comm [2.95%]
Dollar General Corporation Comm [2.81%]
Ross Stores, Inc. [2.2%]
Intuit Inc. [2.18%]
Electronic Arts Inc. [2.08%]
Monster Beverage Corporation [2.05%]
Church & Dwight Company, Inc. C [2.03%]
Nielsen Holdings PLC [1.97%]
Ulta Salon, Cosmetics & Fragran [1.97%]
Red Hat, Inc. Common Stock [1.94%]

Dec 30, 2015
Southwest Airlines Company Comm [2.82%]
Dollar General Corporation Comm [2.34%]
Ross Stores, Inc. [2.31%]
Red Hat, Inc. Common Stock [2.14%]
Coca-Cola Enterprises, Inc. Com [2.01%]
Intuit Inc. [2.01%]
Electronic Arts Inc. [1.99%]
Jarden Corporation Common Stock [1.91%]
Zoetis Inc. Class A Common Stoc [1.89%]
Ulta Salon, Cosmetics & Fragran [1.87%]

Sep 29, 2015
Southwest Airlines Company Comm [2.64%]
Intuit Inc. [2.43%]
Chipotle Mexican Grill, Inc. Co [2.26%]
Ross Stores, Inc. [2.21%]
Ulta Salon, Cosmetics & Fragran [2.19%]
Aon plc Class A Ordinary Shares [2.12%]
Coca-Cola Enterprises, Inc. Com [2.05%]
Electronic Arts Inc. [1.98%]
Red Hat, Inc. Common Stock [1.97%]
Dollar General Corporation Comm [1.96%]
Click here for Stock Holding Change Map in Voya MidCap Opportunities Port S Fund (ISMOX)

  

Latest News on Voya MidCap Opportunities Port S (ISMOX) Fund

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Voya MidCap Opportunities Port S Fund (ISMOX) Related ResourcesSee more information on Voya MidCap Opportunities Port S (ISMOX) Fund

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