3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 229 Small Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.62 percent over the past year, 13.04 percent over the past three years, 18.02 percent over the past five years, and 8.63 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.9%|
|3 Years (Annualized)||13.0%|
|5 Years (Annualized)||18.0%|
|10 Years (Annualized)||8.6%|
The investment seeks growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets in common stocks of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies that are included in the S&P SmallCap 600® Index or the Russell 2000® Index at the time of purchase, or if not included in either index, have market capitalizations that fall within the range of the market capitalizations of companies included in the S&P SmallCap 600® Index or the Russell 2000® Index. The fund may invest in derivative instruments including, but not limited to, put and call options.
Fees are High compared to funds in the same category.
Voya Small Company Fund has an expense ratio of 2.16 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.