Morningstar® Investment Profile™   Morningstar®
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Voya Global High Dividend Low Vol Port S  IGHSX
Release date as of 2022-05-31. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Morningstar Report
Overall Morningstar
Rating™
What is this?
As of 2022-05-31
Out of 156
Global Large-Stock Value Funds
Morningstar®
Style Box™
What is this?
As of 2022-05-31
Total Fund Assets ($ Mil)
582.02
View Historical Morningstar Star Ratings and Definitions
  Investment Objective & Strategy  
The investment seeks long-term capital growth and current income.
Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a portfolio of equity securities. It invests primarily in equity securities included in the MSCI World Value IndexSM ("index"). The Portfolio invests in securities of issuers in a number of different countries, including the United States.
  Morningstar Category: Global Large-Stock Value
Global large-stock value portfolios invest in a variety of international stocks and typically skew towards large caps that are less expensive or growing more slowly than other global large-cap stocks. World large stock value portfolios have few geographical limitations. It is common for these portfolios to invest the majority of their assets in developed markets, with the remainder divided among the globe’s emerging markets. These portfolios are not significantly overweight U.S. equity exposure relative to the Morningstar Global Market Index and maintain at least a 20% absolute U.S. exposure. 
  Investment Risks
There are no additional fund specific investment risks (e.g. liquidity risk, currency risk, foreign investment risk, etc.) associated with this fund beyond the normal risks generally associated with investing in a mutual fund.
  Portfolio Profile
Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 66.9
Bullet Non-U.S. Stocks Non-U.S. Stocks 32.8
Bullet Bonds Bonds 0.0
Bullet Cash Cash 0.3
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2022-05-31
Morningstar Equity Sectors
% of Stocks
Cyclical 33.31
Basic Materials 3.58
Consumer Cyclical 5.20
Financial Services 19.06
Real Estate 5.47
Sensitive 32.39
Communication Services 6.33
Energy 7.66
Industrials 11.62
Technology 6.78
Defensive 34.29
Consumer Defensive 11.45
Healthcare 16.74
Utilities 6.10
Data through 2022-05-31
Morningstar World Regions
% Fund
Americas 72.2
North America 72.2
Latin America 0.0
Greater Europe 15.5
United Kingdom 4.1
Europe Developed 11.3
Europe Emerging 0.2
Africa/Middle East 0.0
Greater Asia 12.3
Japan 6.8
Australasia 3.2
Asia Developed 1.5
Asia Emerging 0.8
Data through 2022-05-31
Holding Status
Total Number of Stock Holdings 228
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 13.92
Turnover % (as of 2021-12-31) 71.00
30 Day SEC Yield % ---
Top Holdings
Sector Country % of Net
Assets
Johnson & Johnson United States 2.21
Procter & Gamble Co United States 1.75
Merck & Co Inc United States 1.41
AbbVie Inc United States 1.39
Verizon Communications Inc United States 1.24
Pfizer Inc United States 1.23
PepsiCo Inc United States 1.20
Chevron Corp United States 1.18
Bristol-Myers Squibb Co United States 1.16
Amgen Inc United States 1.15
Data through 2022-05-31
  Principal Risks   
Lending, Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Country or Region, Capitalization, Quantitative Investing, Income, Issuer, Market/Market Volatility, Restricted/Illiquid Securities, Underlying Fund/Fund of Funds, Derivatives, Socially Conscious, Real Estate/REIT Sector
Show Risk Definitions
  Other Information
Inception Date: 2008-01-28
Portfolio Manager(s)
Peg DiOrio   (2019-02-28)
Peg DiOrio, CFA, Portfolio Manager, is the head of quantitative equities at Voya IM and serves as a portfolio manager for the active quantitative strategies. Prior to joining Voya IM in 2012, she was a quantitative analyst with Alliance Bernstein/Sanford C. Bernstein for sixteen years where she was responsible for multivariate and time series analysis for low volatility strategies, global equities, REITs and options. Previously she was a senior investment planning analyst with Sanford C. Bernstein.
Steven Wetter   (2018-05-01)
Steven Wetter is a portfolio manager for the portfolio engineering group at Voya Investment Management responsible for the index, research enhanced index and rules-based strategies. Prior to joining Voya IM, he served as Co-Head of International Indexing responsible for managing ETFs, index funds and quantitative portfolios at BNY Mellon, and formerly held similar positions at Northern Trust and Bankers Trust. Steve earned a BA from the University of California at Berkeley, and an MBA in finance (with distinction) from New York University Stern School of Business.
Vincent J. Costa   (2012-04-30)
Vincent Costa is head of the value and global quantitative equities teams and also serves as a portfolio manager for the active quantitative and fundamental large cap value strategies. Vinnie joined Voya Investment Management (Voya IM) in April 2006 as head of portfolio management for quantitative equity. Prior to joining Voya IM, he managed quantitative equity investments at both Merrill Lynch Investment Management and Bankers Trust Company. He earned a BS in quantitative business analysis from Pennsylvania State University and an MBA in finance from the New York University Stern School of Business, and holds the Chartered Financial Analyst® designation.
Kai Yee Wong   (2018-05-01)
Kai Yee Wong is a portfolio manager for the portfolio engineering group at Voya Investment Management responsible for the index, research enhanced index and rules-based strategies. Prior to joining the firm in 2012, she worked as a senior equity portfolio manager at Northern Trust responsible for managing various global indices including developed, emerging, real estate, Topix and socially responsible benchmarks. Previously Kai Yee served as a portfolio manager with Deutsche Bank, an assistant treasurer at Bankers Trust and a trust officer at the Bank of Tokyo. She earned a BS from New York University Stern School of Business.
Investment Advisor(s)
Voya Investments, LLC
Issuer
Voya
Subadvisor(s)
Voya Investment Management Co. LLC
Show Data Definitions

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