Nasdaq - Delayed Quote USD

Voya Russell Large Cap Value Idx Port A (IRVAX)

31.51 +0.03 (+0.10%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 31.48
  • YTD Return 16.95%
  • Expense Ratio 0.84%
  • Category Large Value
  • Last Cap Gain 20.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 218.91M
  • Beta (5Y Monthly) 0.79
  • Yield 1.54%
  • 5y Average Return --
  • Holdings Turnover 33.00%
  • Last Dividend 0.50
  • Inception Date Jul 13, 2015

The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds that track the index.

Voya

Fund Family

Large Value

Fund Category

218.91M

Net Assets

2015-07-13

Inception Date

Performance Overview: IRVAX

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Trailing returns as of 10/30/2024. Category is Large Value.

YTD Return

IRVAX
16.95%
Category
4.44%
?

1-Year Return

IRVAX
26.04%
Category
14.37%
?

3-Year Return

IRVAX
8.93%
Category
6.04%
?

5-Year Return

IRVAX
9.95%
Category
9.20%
?

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Holdings: IRVAX

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Top 10 Holdings (25.97% of Total Assets)

SymbolCompany% Assets
BRK-B
Berkshire Hathaway Inc. 5.10%
JPM
JPMorgan Chase & Co. 3.66%
XOM
Exxon Mobil Corporation 3.18%
UNH
UnitedHealth Group Incorporated 3.03%
JNJ
Johnson & Johnson 2.37%
WMT
Walmart Inc. 2.12%
PG
The Procter & Gamble Company 1.92%
BAC
Bank of America Corporation 1.63%
CVX
Chevron Corporation 1.54%
TMO
Thermo Fisher Scientific Inc. 1.43%

Sector Weightings

Recent News: IRVAX

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Research Reports: IRVAX

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