Approach
The Mid Cap Growth strategy is an actively managed mid-cap growth strategy that relies on fundamental research and analysis to identify companies with strong and accelerating business momentum, increasing market acceptance and attractive valuations. Our disciplined, bottom-up strategy focuses on security selection, using rigorous fundamental research and analysis of the characteristics of individual companies.
Key Benefits
- History of consistent performance across a range of market environments
- Disciplined, repeatable process driven by fundamental research
- Stable, experienced investment team leverages the resources of Voya’s Fundamental Equity platform
- Strong performance relative to the benchmark and peer group competitors since inception
- Close adherence to style assures suitability in a formal asset allocation process
Performance
Performance
| As of 10/31/24 | 1 Month | 3 Month | YTD | 1yr | 3yr | 5yr | 10yr | Since Inception (8/01/05) |
|---|---|---|---|---|---|---|---|---|
| Gross | 0.99 | 5.02 | 9.13 | 27.35 | -1.02 | 11.73 | 11.12 | 11.38 |
| Net | 0.93 | 4.82 | 8.46 | 26.41 | -1.76 | 10.90 | 10.30 | 10.51 |
| Index* | 1.75 | 7.75 | 14.88 | 38.67 | 0.61 | 11.46 | 11.19 | 10.13 |
* Russell Midcap Growth Index
Past performance does not guarantee future results.
Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.
The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.
Literature
Voya Mid-Cap Growth Equity SMA Quarterly Commentary
Date: September 30, 2024
Approved For: Public Use Material
Voya MidCap Opportunities Fund Quarterly Commentary
Date: September 30, 2024
Approved For: Public Use Material
Voya Mid Cap Growth Strategy Brief
Date: September 30, 2024
Includes Investment Commentary
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team
Kristy R Finnegan, CFA
Co-Head of Fundamental Research and Portfolio Manager
Years of Experience: 24
Years with Voya: 23
Leigh Todd, CFA
Senior Portfolio Manager
Years of Experience: 28
Years with Voya: 3
Disclosures
Peer Rankings: eVestment collects information directly from investment management firms and other sources believed to be reliable; however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution. All categories not necessarily included. Totals may not equal 100%. Copyright 2013-2023 eVestment Alliance, LLC. All Rights Reserved. Voya Investment Management composite peer rankings represent percentile rankings which are based on monthly gross of fee returns and reflect where those returns fall within the indicated eVestment’s universe. eVestment provides third party databases, including the institutional investment database from which the presented information was extracted. The eVestment institutional investment database consists of over 1,500 active institutional managers, investment consultants, plan sponsors, and other similar financial institutions actively reporting on over 10,000 products. Additional information regarding eVestment rankings for year to date and since inception performance of the composites is available on eVestment’s website. For more information about the rankings presented above, including universe and additional time periods, please see our detailed eVestment ranking slides.
Principal Risk
The strategy employs a quantitative model to execute the strategy. Data imprecision, software or other technology malfunctions, programming inaccuracies and similar circumstances may impair the performance of these systems, which may negatively affect performance. Furthermore, there can be no assurance that the quantitative models used in managing the strategy will perform as anticipated or enable the strategy to achieve its objective.
The strategy is available as a mutual fund or variable portfolio. The mutual fund may be available to you as part of your employer sponsored retirement plan. There may be additional plan level fees resulting in personal performance that varies from stated performance. Please call your benefits office for more information.
The principal risks are generally those attributable to stock investing. Holdings are subject to market, issuer and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition. More particularly, growth-oriented stocks typically sell at higher valuations than other stocks. If a growth-oriented stock does not exhibit the level of growth expected, its price may drop sharply. Additionally, growth-oriented stocks have been more volatile than value-oriented stocks.