ISMOX – Voya MidCap Opportunities Port S Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. Under normal circumstances, the Portfolio invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investments tied to mid-capitalization companies. For purposes of this 80% policy, mid-capitalization companies means companies with market capitalizations that fall within the capitalization range of companies within the Russell Midcap® Growth Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ISMOX	Voya MidCap Opportunities Portfolio Class S	No Load	Open			May 7, 2001	$44.81M	1.080%	Above Average	$0	−$10.16M
IIMOX	Voya MidCap Opportunities Portfolio Class I	Institutional	Open			May 5, 2000	$623.32M	0.830%	Average	$0	−$79.53M
IAMOX	Voya MidCap Opportunities Portfolio Class A	Level Load	Open			Dec 29, 2006	$110.18M	1.330%	Low	$0	−$15.43M
IMOPX	Voya MidCap Opportunities Portfolio Class S2	Level Load	Open			Feb 27, 2009	$34.95M	1.230%	Low	$0	−$5.62M
VMCRX	Voya MidCap Opportunities Portfolio R6	Retirement, Large	Open			Nov 24, 2015	$96.27M	0.830%	Above Average	$0	−$22.76M

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