The net expense ratio is the result of a voluntary 0.03% waiver of the Board Fee effective through 2020-10-29. For instance, in my case, the PDF for the Vanguard fund in my Voya plan shows a gross expense ration of .35% for the Vanguard Variable Insurance Fund - Diversified Value Portfolio. Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F. As an investor, you want to buy stocks with the highest probability of success. Printed copies of these communications may still be requested. Current performance may be lower or higher than the performance data quoted. Voya Large Cap Growth … For more information on the fund including information on risks and expenses, click on the fund name. The monthly returns are then compounded to arrive at the annual return. By continuing to use our site, you accept our use of cookies, revised Privacy Policy and Terms and Conditions of Service. The prospectus should be read carefully before investing. Voya Investment Grade Credit Fund Fact Sheet. To learn more, click here. Total Expenses includes operating expense and cost of revenue for insurance companies. The sortable table below contains information about each mutual fund, including fees, performance, and dividend-related metrics. Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports. The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. As a result, the Portfolio would at that time be “non-diversified,” as defined in the 1940 Act. All rights reserved. At the ‘target date’ the Voya Target Retirement Funds allocate 35% to equities compared to the industry average of 42%. Our unique culture attracts people that are passionate about serving others. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. Voya Financial: Plan, Invest, Protect. My fund options are limited but I think I can do better than the Target Date funds for expense ratios. Voya Large Cap Growth … Since 1988 it has more than doubled the S&P 500 with an average gain of +24.93% per year. Disclosure below is related to the following Variable Portfolios: On March 23, 2020, the U.S. Securities and Exchange Commission (“SEC”) issued an order providing registered funds with temporary flexibility with respect to borrowing. Annual Turnover Ratio % 231.00 Fund Family Name Voya Waiver Data Type Exp. Voya Financial's Interest Expense (Positive) for the three months ended in Sep. 2020 was $45 Mil.Its Interest Expense (Positive) for the trailing twelve months (TTM) ended in Sep. 2020 was $178 Mil. Interest expense is the amount reported by a company or individual as an expense for borrowed money. How good is it? Historical performance of Class A shares likely would have been different based on differences in share class expense ratios. The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank. Historical performance of Class A shares likely would have been different based on differences in share class expense ratios. We use cookies to understand how you use our site and to improve your experience. This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. The Portfolio may significantly underperform other mutual funds or investments due to the poor performance of relatively few stocks, or even a single stock, and the Portfolio’s shares may experience significant fluctuations in value. A “non-diversified” mutual fund may invest a greater percentage of its assets in the securities of a single issuer than may a “diversified” mutual fund. Learn more about Zacks Equity Research reports. N/A: Voya Large-Cap Growth Fund: NLCAX -2.06-2.06 +25.17 +16.13 +18.78 +15.18 —-7.69-7.69 +17.98 +13.86 +17.38 +14.50 — 07/21/1997: Voya Large-Cap Growth Fund Fact Sheet. The scores are based on the trading styles of Value, Growth, and Momentum. Voya Fixed Account . Historical performance shown for Class A reflects the historical performance of Class I shares adjusted to reflect the higher expenses of Class A for periods prior to the inception date of Class A and is being shown in blue text. In connection with this order, on March 30, 2020, the Portfolio’s Board of Trustees (the “Board”) approved a policy permitting each Portfolio to deviate from its non‐fundamental policy with respect to borrowing (as set forth in the Portfolio’s Statement of Additional Information under the section titled “Fundamental and Non‐ Fundamental Investment Restrictions”) for the period from March 30, 2020 until June 30, 2020 (unless extended by the Board upon any extension of the order by the SEC). Date % Expense Ratio Contractual 03-01-21 0.19 Portfolio Manager(s) Douglas Coté, CFA. Expense Ratio 0.03% Portfolio Manager(s) Donald M. Butler, CFA Michael A. Johnson Name of Issuer Vanguard Management Company Vanguard Group Inc Benchmark Description: Custom Blend Benchmark is a Spliced Mid Cap Index (S&P MidCap 400 Index through May 16, 2003, MSCI US MID Cap 450 Index through January 30, 2013, CRSP US Mid Cap TR USD Index thereafter). Sign up for the convenience of paperless communications. For more complete information, or to obtain a prospectus on any Voya fund, please contact your investment professional or Voya Investments Distributor, LLC at (800) 992-0180 for a prospectus. The average expense ratio from all mutual funds is 0.82%. By clicking the button, you will leave this site and proceed to the selected site. The performance quoted represents past performance. Voya Investment Management, its subsidiaries or affiliates, do not guarantee the accuracy or timeliness of the information contained on the website. Historical performance of Class A shares likely would have been different based on differences in share class expense ratios. If the waiver is not continued thereafter, the Board Fee would be 0.10% of the average net assets of each Investment Option. This means the plan provider takes 1% of the investor’s assets off the top, which nets out to a 6% annual return for the investor. These returns cover a period from January 1, 1988 through January 4, 2021. 06/08/2007 - SMA. The company offers investors 135 mutual funds, in terms of the number of individual fund … Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. By clicking "Proceed", you will be directed to a server of an unaffiliated company who is a service provider of Voya Investment Management. The Portfolio incurs interest and other expenses when it borrows money. If you have any questions about our e-Delivery program, please call (800) 992-0180. Category Description: Mid-Cap … Voya MidCap Opportunities R6 IMOZX Morningstar Analyst Rating Analyst rating as of Jun 16, 2020. Voya Financial, Inc. (VOYA) Quote Overview, Voya Financial, Inc. (VOYA) Fundamental Charts Total Expenses (TTM), Voya Financial (VOYA) Q4 Earnings & Revenues Beat Estimates, Voya Financial (VOYA) Q4 Earnings and Revenues Surpass Estimates. A fund’s expense ratio is 1% a year, and the fund reports an annual asset increase of 7%. Making a difference, but this is only the beginning. In depth view into Voya Financial Other Income (Expense) explanation, calculation, historical data and more ZacksTrade and Zacks.com are separate companies. Voya is a company that sells mutual funds with $108,950M in assets under management. 2020 ) + 1711 (Jun. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating indiv idual securities. The net expense ratio is the result of a voluntary 0.03% waiver of the Board Fee effective through 2020-10-29. Unfortunately, these fees are not stated outright anywhere in a user’s online account profile. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. For access to advisor-only content, including the exclusive Retirement University blog, learning modules and tools. Voya Key Information. Historical performance of Class A shares likely would have been different based on differences in share class expense ratios. Most Popular . As of Dec. 31, 2020 and on a proforma basis to reflect Voya’s sale of its Individual Life business, Voya’s estimated RBC ratio was 498%. I'm confused as to how the expense ratios are calculated relative to the performance data listed. Voya Investment Grade Credit Fund Fact Sheet. The Voya Fixed Account is an obligation of VRIAC's general account which supports all of the Company's insurance and annuity commitments. Total Expenses (TTM) is a widely used stock evaluation measure. Historical performance shown for Class A reflects the historical performance of Class SMA shares adjusted to reflect the higher expenses of Class A for periods prior to the inception date of Class A and is being shown in blue text. 2020 ) + 2216 (Sep. 2020 ) = $7,312 Mil. Paul Zemsky, CFA. VOYA Tax Expense as of today (February 19, 2021) is $-325 Mil. The prospectus contains this information and other information about the funds. Annual Turnover Ratio % 36.00 Fund Family Name Voya Waiver Data Type Exp. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style. Past performance is no guarantee of future results. Voya Russell Large Cap Growth Index Portfolio, Voya Russell Large Cap Value Index Portfolio, Voya Russell Mid Cap Growth Index Portfolio. A “non-diversified” investment company is subject to the risks of focusing investments in a small number of issuers, industries or foreign currencies, including being more susceptible to risks associated with a single economic, political or regulatory occurrence than a more diversified portfolio might be. While Voya advertises on their website that they offer managed portfolio options have expenses ranging from 0.95%-2.00%, a quick calculation on one user’s quarterly statement showed an administrative fee of nearly 3.5%. Find the latest Total Expenses (TTM) for Voya Financial, Inc. (VOYA) * indicates the important links in the menu. The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. Documents that are not available on the Internet will continue to be sent to you by mail. The prospectus should be read carefully before investing. Voya MidCap Opportunities I NMCIX Morningstar Analyst Rating Analyst rating as of Jun 16, 2020. expense ratio 0.60 TOTAL ASSETS $865.00 M The investment seeks investment results (before fees and expenses) that correspond to the total return of the MSCI Emerging Markets IndexSM. This includes personalizing content and advertising. Since 2019. Zacks Investment Research is releasing its prediction for VOYA based on the 1-3 month trading system that nearly triples the S&P 500. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style. Zacks Rank Education -- Learn more about the Zacks Rank Voya Index Plus LargeCap Portfolio - Class I 5.32 Voya International Index Portfolio - Class I 5.39 Voya Emerging Markets Index Portfolio - Class I 5.60 Voya MidCap Opportunities Portfolio - Class R6 5.68 Voya Small Company Portfolio - Class R6 6.17 Voya U.S. Investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. We have an ever-present focus on our customers and have come to realize that it’s not only what we do — but who we are — that makes us a different kind of company. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. Expense Ratio3 Benchmark6 11.39 38 ... Information Ratio -0.45 Standard Deviation (%) 13.92 Sharpe Ratio 1.10 R-Squared 0.97 Beta 0.96 Alpha (annualized %) -0.36 Returns-Based Characteristics7 Aninvestorshouldconsiderthe investmentobjectives,risks,chargesand expensesoftheFund(s)carefullybefore investing.ForafreecopyoftheFund's … Annual stock financials by MarketWatch. You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. Consider the investment objectives, risks, and charges and expenses carefully before investing. 88.26% of all the mutual funds are no load funds. View the latest VOYA financial statements, income statements and financial ratios. You will be notified by e-mail when these communications become available on the Internet. Copyright 2021 Zacks Investment Research | 10 S Riverside Plaza Suite #1600 | Chicago, IL 60606. This page contains a comprehensive listing of all mutual funds offered by Voya. But the final number, when I read the Participant Disclosure form (available on the website in your account) states that the plan has an additional .75% for all Vanguard funds in the plan. Zacks Rank Education - Learn about the Zacks Rank, Zacks Rank Home - Zacks Rank resources in one place, Zacks Premium - The only way to fully access the Zacks Rank. Delayed quotes by Sungard. The use of leverage may exaggerate any increase or decrease in the Portfolio’s net asset value causing the Portfolio to be more volatile than a fund that does not borrow. Number of Mutual Funds Offered 587 Average Expense Ratio 1.06% Total Assets $417 Billion Active Since 1935 Voya Mutual Fund Highlights. The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports. Visit performance for information about the performance numbers displayed above. Consider the investment objectives, risks, and charges and expenses carefully before investing. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500. Borrowing creates leverage, which may increase expenses and increase the impact of the Portfolio’s other risks. VOYA Other Income (Expense) as of today (February 18, 2021) is $-4,126 Mil. Check with your investment professional to determine which funds are available for sale within their firm. Zacks Ranks stocks can, and often do, change throughout the month. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%. In depth view into Voya Financial Other Income (Expense) explanation, calculation, historical data and more Voya Corporate Leaders 100 Fund Fact Sheet, Voya Corporate Leaders 100 Strategy Quarterly Commentary, Voya Corporate Leaders® Trust Fund Series B, Voya Corporate Leaders Trust Fund Fact Sheet, Voya Corporate Leaders Trust Fund B Quarterly Commentary, Voya Emerging Markets Hard Currency Debt Fund, Voya Emerging Markets Hard Currency Debt Fund Fact Sheet, Voya Floating Rate Fund Quarterly Commentary, Voya GNMA Income Fund Quarterly Commentary, Voya Global Bond Strategy Quarterly Commentary, Voya Global Diversified Payment Fund Fact Sheet, Voya Global Diversified Payment Fund Quarterly Commentary, Voya Global High Dividend Low Volatility Fund, Voya Global High Dividend Low Volatility Fund Fact Sheet, Voya High Yield Bond Fund Quarterly Commentary, Voya Intermediate Bond Strategy Quarterly Commentary, Voya International High Dividend Low Volatility Fund, Voya International High Dividend Low Volatility Fund Fact Sheet, Voya Investment Grade Credit Fund Fact Sheet, Voya Large Cap Growth Strategy Quarterly Commentary, Voya MidCap Opportunities Fund Fact Sheet, Voya MidCap Opportunities Strategy Quarterly Commentary, Voya Mid Cap Research Enhanced Index Fund, Voya Mid Cap Research Enhanced Index Fund Fact Sheet, Voya Multi-Manager Emerging Markets Equity Fund, Voya Multi-Manager Emerging Markets Equity Fund Fact Sheet, Voya Multi-Manager International Small Cap Fund, Voya Multi-Manager International Small Cap Fund Fact Sheet, Voya Multi-Manager International Small Cap Fund Quarterly Commentary, Voya Securitized Credit Fund Quarterly Commentary, Voya Senior Income Fund - Closed-End Interval Fund, Voya Senior Income Fund Quarterly Commentary, Voya SmallCap Opportunities Fund Fact Sheet, Voya SmallCap Opportunities Strategy Quarterly Commentary, Voya Small Company Strategy Quarterly Commentary, Voya Strategic Income Opportunities Fund Fact Sheet, Voya Strategic Income Opportunities Fund Quarterly Commentary, Voya Target In-Retirement Fund Fact Sheet, Voya Target Retirement Fund Portfolio Manager Quarterly Commentary, Voya Target Retirement 2025 Fund Fact Sheet, Voya Target Retirement 2030 Fund Fact Sheet, Voya Target Retirement 2035 Fund Fact Sheet, Voya Target Retirement 2040 Fund Fact Sheet, Voya Target Retirement 2045 Fund Fact Sheet, Voya Target Retirement 2050 Fund Fact Sheet, Voya Target Retirement 2055 Fund Fact Sheet, Voya Target Retirement 2060 Fund Fact Sheet, Voya Target Retirement 2065 Fund Fact Sheet, Voya U.S. High Dividend Low Volatility Fund, Voya U.S. High Dividend Low Volatility Fund Fact Sheet, VY® JPMorgan Small Cap Core Equity Portfolio, VY® Morgan Stanley Global Franchise Portfolio, VY® T. Rowe Price Diversified Mid Cap Growth Portfolio. ..... Advisor Voya Investments, LLC Subadvisor Voya Investment Management Co. LLC Notes Expense information has been restated to reflect current contractual rates. I'm currently looking at rebalancing my VOYA 401k. Since 2013..... Advisor Voya Investments, LLC Subadvisor Voya Investment Management Co. LLC Notes Expense information has been restated to reflect current contractual rates. Total Annual Fund Operating Expenses may be … The prospectus should be read carefully before investing. Zacks Industry Rank Education -- Learn more about the Zacks Industry Rank. Historical performance shown for Class A reflects the historical performance of Class P shares adjusted to reflect the higher expenses of Class A for periods prior to the inception date of Class A and is being shown in blue text. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers. Voya Financial (VOYA) Divests Business to Resolution Life, 7 Life Insurers Likely to Overcome COVID-Induced Challenges, Voya Prime Rate Trust Announces Resignation of Investment Manager, Intention to Approve Successor Manager and Second Tender Offer, Voya Financial Recognized as One of the World’s Most Ethical Companies® by Ethisphere — for Eighth Consecutive Year, Voya Global Advantage and Premium Opportunity Fund, Voya Global Equity Dividend and Premium Opportunity Fund and Voya Infrastructure, Industrials and Materials Fund Announce Intention to Conduct Tender Offer for Common Shares, Principal Financial may follow Voya`s playbook in strategic review, RBC says, Voya Financial to Present at 2021 Credit Suisse Financial Services Forum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score. Date % Expense Ratio Contractual 05-01-21 0.02 Portfolio Manager(s) Brian Timberlake, CFA. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Since 2019. In depth view into Voya Financial Tax Expense explanation, calculation, historical data and more This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply. Not all funds are available for sale at all firms. Voya Financial Inc. Voya Small Company R6 VYSEX Morningstar Analyst Rating ... Adj. This page has not been authorized, sponsored, or otherwise approved or endorsed by the companies represented herein. † Between 50-40 years out from the fund’s ‘target date’ the Voya Target Retirement Funds allocate 95% to equities compared to the industry average of 89%. VOYA Other Income (Expense) as of today (February 05, 2021) is $-4,126 Mil. An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's. Bond Index Portfolio - Class I 16.17 Voya GNMA Income Fund - Class R6 16.24 Voya Small Company I VYSAX Morningstar Analyst Rating ... Adj. The oldest fund launched was in 1935. At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. Access my individual Investor account information, including account balances, transaction history and tax forms. The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. Consider the investment objectives, risks, and charges and expenses carefully before investing. If you do not, click Cancel. The Voya Fixed Account is available through a group annuity or other type of contract issued by Voya Retirement Insurance and Annuity Company ("VRIAC" or the “Company”). During this time, the Portfolio may borrow money in an amount of up to 33 1/3% of the Portfolio’s total assets to meet short‐term needs, such as in connection with redemptions. Zacks Style Scores Education - Learn more about the Zacks Style Scores. Voya Financial Total Expenses Calculation. The average manager tenure for all managers at Voya is 8.61 years. Historical performance of Class A shares likely would have been different based on differences in share class expense ratios. Total Expenses for the trailing twelve months (TTM) ended in Sep. 2020 was 1744 (Dec. 2019 ) + 1641 (Mar. NASDAQ data is at least 15 minutes delayed. 06/08/2007 - SMA. N/A: Voya Large-Cap Growth Fund : NLCAX-2.06-2.06 +25.17 +16.13 +18.78 +15.18 —-7.69-7.69 +17.98 +13.86 +17.38 +14.50 — 07/21/1997: Voya Large-Cap Growth Fund Fact Sheet. It's packed with all of the company's key stats and salient decision making information. If you wish to go to ZacksTrade, click OK. Fund category/names Ticker Expense ratio Fund category/names Ticker Expense ratio Fixed Account/Money Market Fixed Account/Stable Value GoldTrack Select N/A 0.00% → Voya Fixed Account N/A 0.00% Vanguard Federal Money Market VMFXX 0.11% → Voya Fixed Account N/A 0.00% Fixed Income Fixed Income Metropolitan West Total Return Bond MWTSX 0.37% → Voya Intermediate Bond … Voya Financial (VOYA) Earnings Expected to Grow: Should You Buy? For more complete information, or to obtain a prospectus on any Voya fund, please contact your investment professional or Voya Investments Distributor, LLC at (800) 992-0180 for a prospectus. See rankings and related performance below. Real time prices by BATS. NYSE and AMEX data is at least 20 minutes delayed. For more complete information, or to obtain a prospectus on any Voya fund, please contact your investment professional or Voya Investments Distributor, LLC at (800) 992-0180 for a prospectus. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. Depending on the composition of the Index, the Portfolio may at any time, with respect to 75% of the Portfolio’s total assets, invest more than 5% of the value of its total assets in the securities of any one issuer. Each of the company logos represented herein are trademarks of Verizon Media; Microsoft Corporation; Nasdaq, Inc.; Dow Jones & Company; Forbes Media, LLC; Investor's Business Daily, Inc.; and Morningstar, Inc. Visit www.zacksdata.com to get our data and content for your mobile app or website. 13.002-420 (01/21) CN954094_0921 . The company's trailing twelve month (TTM) Total Expenses is the company's past 12 months sum of; cost of goods/products/services, general/administrative expenses, interest expenses, tax expense, special item and extraordinary expenses. © 2021 Voya Investment Management LLC. If the waiver is not continued thereafter, the Board Fee would be 0.10% of the average net assets of each Investment Option.
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