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

Voya Large Cap Value Port S2 (IPETX)

5.92
-0.27
(-4.36%)
At close: 8:01:14 PM EDT
Loading Chart for IPETX
  • Previous Close 6.19
  • YTD Return 6.53%
  • Expense Ratio 1.09%
  • Category Large Value
  • Last Cap Gain 8.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 551.28M
  • Beta (5Y Monthly) 0.88
  • Yield 1.43%
  • 5y Average Return --
  • Holdings Turnover 101.00%
  • Last Dividend 0.10
  • Inception Date May 11, 2007

The Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities of dividend-paying, large-capitalization issuers. It will provide shareholders with at least 60 days' prior notice of any change in this investment policy. The sub-adviser ("Sub-Adviser") defines large-capitalization companies as companies with market capitalizations that fall within the collective range of companies within the Russell 1000® Value Index at the time of purchase.

Voya

Fund Family

Large Value

Fund Category

551.28M

Net Assets

2007-05-11

Inception Date

Performance Overview: IPETX

View More

Trailing returns as of 4/2/2025. Category is Large Value.

YTD Return

IPETX
6.53%
Category
4.44%
 

1-Year Return

IPETX
18.51%
Category
14.37%
 

3-Year Return

IPETX
11.04%
Category
6.04%
 

5-Year Return

IPETX
15.35%
Category
9.20%
 

People Also Watch

Holdings: IPETX

View More

Sector Weightings

SectorIPETX
Healthcare   16.17%
Industrials   12.49%
Technology   7.42%
Energy   7.37%
Real Estate   5.75%
Utilities   4.71%

Recent News: IPETX

View More

Research Reports: IPETX

View More

Top Mutual Funds