VY JPMorgan Small Cap Core Equity Portfolio

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.

See all Voya funds

See full Small Blend rankings

See more fund rankings

Performance

The fund has returned 25.53 percent over the past year, 16.07 percent over the past three years, 20.92 percent over the past five years, and 9.73 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 4.9%
1 Year 25.5%
3 Years (Annualized) 16.1%
5 Years (Annualized) 20.9%
10 Years (Annualized) 9.7%

See more IJSAX performance

Summary

The investment seeks capital growth over the long term. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000® Index stocks at the time of purchase. It may also invest up to 20% of its total assets in foreign securities.

Fees

Fees are Above Average compared to funds in the same category.
VY JPMorgan Small Cap Core Equity Portfolio has an expense ratio of 1.46 percent.

See more IJSAX fees

Risk

Risk is Average compared to funds in the same category according to Morningstar.

See more IJSAX risk