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Voya Balanced Income Portfolio Class S (IIFSX)

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10.07 +0.03    +0.30%
01:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Issuer:  Voya
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 169.05M
VY Franklin Income S 10.07 +0.03 +0.30%

Voya Balanced Income Portfolio Class S Overview

 
Find basic information about the Voya Balanced Income Portfolio Class S mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add IIFSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US92914E5078)
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Rating
1-Year Change18.4%
Prev. Close10.04
Risk Rating
TTM Yield2.71%
ROE20.96%
IssuerVoya
Turnover67%
ROA7%
Inception Date38835
Total Assets169.05M
Expenses0.86%
Min. InvestmentN/A
Market Cap39.36B
CategoryAllocation - - 30% to 50% Equity
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1114 1073 1114 1046 1276 1520
Fund Return 11.42% 7.33% 11.42% 1.5% 4.99% 4.28%
Place in category 113 361 113 153 262 131
% in Category 30 75 30 32 66 42

Top Equity Funds by Voya

  Name Rating Total Assets YTD% 3Y% 10Y%
  VY T. Rowe Price Capital Apprec S 1.98B 10.63 6.05 10.54
  Voya US Stock Index Port I 3.88B 19.27 9.06 12.67
  Voya Growth and Income Port I 2.26B 16.19 9.65 11.93
  VY T. Rowe Price Capital Apprec A 2.02B 10.38 5.67 10.15
  VY T. Rowe Price Capital Apprec I 1.88B 10.78 6.31 10.82

Top Funds for Allocation--30% to 50% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Vanguard Wellesley Income Admiral 42.92B 7.19 1.82 5.50
  Vanguard LifeStrategy Cnsrv Gr Inv 10.56B 7.71 1.03 4.90
  Vanguard Tax-Managed Balanced Adm 10.21B 9.75 4.26 7.46
  Vanguard Wellesley Income Inv 9.01B 7.15 1.74 5.42
  BlackRock Multi-Asset Income Instl 6.06B 7.77 1.97 4.20

Top Holdings

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Mar 24 - 35.08 - -
5 Year Treasury Note Future Mar 24 - 17.78 - -
United States Treasury Notes 4.375% - 3.79 - -
Voya VACS Series Hyb - 1.70 - -
United States Treasury Notes 3.75% - 1.31 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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