capital appreciation and dividend income primarily by investing in the common stock of companies located in the United States with small and mid- U.S. Small and Mid Cap Stock Fund MSCI USA SMID Cap Index Performance as of 12/31/2019 35% 30% 25% 20% 15% 10% 5% 0% QTR YTD 1 Year 3 Year 5 Years Since Inception 6.9% 28.4% 28.4% 9.2% 7.7% 12 .2% April 2017, Wells Capital SMID Cap Fund was removed from the Small-to-Mid Cap Stock Fund. The Small-to-Mid Cap Stock Fund is subject to broad stock market risk. What's more, because small-to-mid cap stocks are less heavily traded and tend to represent companies at an earlier stage in their existence than large-cap stocks, By allocating your investments, you have the opportunity to create an investment portfolio that addresses your current situation and future goals. The US Small/Mid Cap - Active Fund seeks to produce investment returns consistently greater than that of the Russell 2500 Index, net of management fees. The Fund will invest with US active equity managers in funds that will trade in diversified portfolios of small and mid-cap US equities. The Fund believes that the investment Voya Institutional Trust Company is the custodian for mutual fund custodial accounts distributed by Voya Financial Partners LLC (member SIPC) or other broker-dealers with which it has a wholesaling or selling agreement.
Small/Mid-Cap Indexed Equity Fund Annualized total returns measure net investment and capital gain or loss from portfolio investments as an annualized average, assuming the reinvestment of dividends. The Morningstar Rating that is reflected on this page is hypothetical. The Rating is considered hypothetical because Morningstar does not
Ancora Advisors LLC is the investment advisor to the funds and receives a fee from the Funds for its services. NOT FDIC INSURED - MAY LOSE VALUE - NO BANK GUARANTEE. Ancora/Thelen Small Mid Cap Fund Risk Disclosures. Speculative Nature. Goldman Sachs Small/Mid Cap Value R6 GMCUX The investment seeks long-term capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes (measured at the time of purchase) ("Net Assets") NAPIX | A complete Voya Multi-Manager International Small Cap Fund;I mutual fund overview by MarketWatch. View mutual fund news, mutual fund market and mutual fund interest rates. Small/mid-cap investments may be most appropriate for someone with a longer investment horizon. The Fund may be suitable for the investor seeking long-term capital growth and willing to accept larger market fluctuations. Strategy The Small/Mid Cap Equity Index Fund ("Fund") invests in SSgA's Russell Small/Mid Fund Information The goals, strategies, and risks vary among the separate investment options that make up the Plan. By spreading your investments over a combination of the options, you have the opportunity to create an investment portfolio that addresses your current situation and future needs. VY American Century Small-Mid Cap Value Portfolio is a variable annuity incorporated in the USA. The Portfolio seeks long-term growth of capital and income. The Portfolio invests in equity
The investment seeks long-term capital growth; income is a secondary objective. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small- and mid-capitalization companies. The sub-adviser defines small-capitalization companies to include those with a market capitalization no larger than that of the largest company in the S&P
(1) The current rate for the Voya Fixed Plus Account II (4568) MC 905, Fund 4568 is 3.00%, expressed as an annual effective yield. The current rate may change and be higher or lower than the previously identified rate but is guaranteed not to be less than 3.00%. See William Blair Small-Mid Cap Growth Fund (WSMDX) mutual fund ratings from all the top fund analysts in one place. See William Blair Small-Mid Cap Growth Fund performance, holdings, fees, risk Small-cap index mutual funds can add diversified exposure to the sector's equities, but they can also be more volatile than large-cap indexes. William Blair Small-Mid Cap Value Fund Fund Manager Commentary Fourth Quarter 2019 Market Overview Top 10 Holdings 1 as of 12/31/19 Domestic equity benchmarks progressed higher in the fourth quarter and ended the year posting robust returns, with all indices up in excess of twenty percent for the year. Strong
VY® American Century Small-Mid Cap Value Portfolio - Adviser Class Release Date The investment seeks long-term capital growth; income is a secondary objective. The fund invests at least 80% of its net assets (plus Fund Family Name Voya Waiver Data Type Exp. Date % Expense Ratio Contractual 05-01-20 0.30
Large Cap Equity Fund //centerra401kplan.voya.com. Please refer to the performance section of the disclosure page for more information. Portfolio Analysis as of 09-30-18 Composition as of 09-30-18 % Assets dividends and capital gains. If adjusted, sales charges would Voya Institutional Trust Company is the custodian for mutual fund custodial accounts distributed by Voya Financial Partners LLC (member SIPC) or other broker-dealers with which it has a wholesaling or selling agreement. ISMSX: VOYA PARTNERS INC AMERICAN CENTURY SMALL-MID CAP VALUE POR - Fund Performance Chart. Get the lastest Fund Performance for VOYA PARTNERS INC AMERICAN CENTURY SMALL-MID CAP VALUE POR from Voya express Mutual Fund Custodial Account IRA Fund Selections This reference document provides you with the fund names and fund numbers of those investment options available to you in the Voya express Mutual Fund Custodial Account IRA. Fund Prospectuses can be viewed on the remaining pages of this document. The accompanying supplemental schedule of assets (held at end of year) as of December 31, 2016, has been subjected to audit procedures performed in conjunction with the audit of Voya 401(k) Plan for VRIAC Agents' financial statements.The information in the supplemental schedule is the responsibility of the Plan's management. The accompanying supplemental schedule of assets (held at end of year) as of December 31, 2014, has been subjected to audit procedures performed in conjunction with the audit of Voya 401(k) Savings Plan's financial statements.The information in the supplemental schedules is the responsibility of the Plan's management. dividends and capital gains. The fund's performance is compared with that of a benchmark index. The index is an unmanaged portfolio of specified securities and the index does not reflect any initial or ongoing expenses. A fund's portfolio may differ significantly from the securities in the index. Morningstar Style Box™
Your clients should consider the investment objectives, risks, charges and expenses of the Fund carefully before investing. For a free copy of the Fund's prospectus, which contains this and other information, visit us at voyainvestments.com or call Voya Investment Management at 1 (800) 992-0180. Please instruct your clients to read the
The Fund seeks to maximize long-term capital appreciation by investing in equity securities of primarily small US companies with above average prospects for earnings growth. Performance Charges The Fund seeks growth of capital first, and dividend income as a secondary objective, by investing at least 65% of net assets in equity securities of issuers in three countries, including the U.S. The investment seeks long-term capital growth; income is a secondary objective. The fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of small- and mid-capitalization companies. The sub-adviser defines small-capitalization companies to include those with a market capitalization no larger than that of the largest company in the S&P The Fund's returns will vary, and you could lose money by investing in the Fund. The Fund invests most of its assets in equity securities of small cap and mid cap domestic growth companies where the primary risk is that the value of the equity securities it holds might decrease in response to the activities of those companies or market and economic conditions. The investment seeks to provide long-term capital appreciation through investments in common stocks of growth companies. In taking a growth approach to investment selection, the fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in the common stocks of large-cap companies. NMCAX - Get the latest information on Voya MidCap Opportunities Fund including quotes, interactive charts and more. Find funds related to Voya MidCap Opportunities Fund by Mutual Fund sector and Mutual Fund family.