Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Voya Balanced Income A (IIFAX)

9.32
-0.23
(-2.41%)
At close: April 4 at 8:01:13 PM EDT

Fund Summary

Under normal market conditions, the manager intends to invest approximately 60% of its assets in debt securities and approximately 40% of its assets in equity securities ("Target Allocation"). The Portfolio may also invest in derivatives, including options, futures, index futures, swaps (including interest rate swaps, total return swaps, and credit default swaps), and currency forwards, as a substitute for taking a position in an underlying asset, to make tactical asset allocations, to seek to minimize risk, to enhance returns, and/or assist in managing cash.

Voya Balanced Income A

Scottsdale AZ 85258
7337 E. Doubletree Ranch Road

Fund Overview

Category Allocation--30% to 50% Equity
Fund Family Voya
Net Assets 517.43M
YTD Return 0.84%
Yield 0.91%
Morningstar Rating
Inception Date Dec 29, 2006

Fund Operations

Last Dividend 0.09
Last Cap Gain 5.00
Holdings Turnover 80.00%
Average for Category --

Fees & Expenses

Expense IIFAX Category Average
Annual Report Expense Ratio (net) 1.21% 0.72%
Prospectus Net Expense Ratio 1.21% --
Prospectus Gross Expense Ratio 1.25% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.82%
Max Deferred Sales Load -- 1.38%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Mr. Buccigross, Portfolio Manager, is on the quantitative equity team at Voya IM. Prior to joining Voya IM, he worked as an equity trader at State Street Global Advisors, where he was responsible for supporting U.S., Canada, and emerging market portfolio managers across fundamental active, active quantitative, and passive strategies. Prior to that, Mr. Buccigross held a similar position at GE Asset Management.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Related Tickers