Class A: NMCAX
Class C: NMCCX
Class I: NMCIX
Class R: IMORX
Class W: IMOWX
Seeking a More Favorable Risk/Return Trade-off
Voya MidCap Opportunities Fund
Mid-Caps have historically delivered stronger returns than both large- and small caps but remain an under-utilized asset class
Morningstar Overall Rating
Class I as of 12/31/16
Out of 588 Funds
Category: Mid-Cap Growth
For more information call 1 (800) 334-3444
The Voya MidCap Opportunities Fund Offers
The Voya MidCap Opportunities Fund Has Outperformed Across Various Market Cycles (2005-2016)
Source: Morningstar, Inc. as of 12/31/16
This chart is for illustrative purposes only. Past performance does not guarantee future results. Excludes sales charges. If sales charges and taxes had been included, the value would have been lower. Investors cannot invest directly in an index.
The Voya Difference
Identifying underappreciated growth companies
A focus on finding companies in the sweet spot of growth investing where business momentum, valuation, and market recognition intersect.
Company-by-company fundamental research aims to identify underappreciated growth stocks through in-depth financial analysis.
Historically strong risk-adjusted returns
Intensive fundamental research has generated strong returns while disciplined risk management has provided historically low relative volatility.
Meet the Managers
The Overall Morningstar risk-adjusted return rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics. Morningstar Ratings are for the A and I share classes only; other classes may have different performance characteristics.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.)
*Ratings and other statistics for load-waived Class A shares of the mutual fund reflect the investor experience for those investors who do not pay the funds’ front-end sales load. Load waived shares are typically only available through advisory accounts and may not be available to all investors. Rankings for other share classes may be lower due to inclusion of fees in performance rankings. For additional share class information, please visit www.inginvestment.com. Past performance is not indicative of future results.
The Russell Midcap Growth Index is an unmanaged index that measures the performance of those companies included in the Russell Midcap Index with relatively higher price-to- book ratios and higher forecasted growth values. The Index does not reflect fees, brokerage commissions, taxes or other expenses of investing. Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe. It is a subset of the Russell 3000 Index and includes approximately 1,000 of the largest securities based on a combination of the market cap and current index membership.Russell 2000 Index measures the performance of the smallcap segment of the U.S. equity universe. The Russell 2000 Index is a a subset of the Russell 3000 Index. It includes approximately 2,000 of the smallest securities based on a combination of the market cap and current index membership. Investors cannot invest directly in an index.
Investment Risks: All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield inherent in investing. Foreign Investing does pose special risks including currency fluctuation, economic and political risks not found in investments that are solely domestic. Investing in stocks of Mid-Sized Companies may entail greater volatility and less liquidity than larger companies. The Fund may use Derivatives, such as options and futures, which can be illiquid, may disproportionately increase losses and have a potentially large impact on Fund performance. Other risks of the Fund include but are not limited to: Growth Investing Risks; Market Trends Risks; Other Investment Companies Risks; Price Volatility Risks; Inability to Sell Securities Risks; Securities Lending Risks; and Portfolio Turnover Risks. Investors should consult the Fund’s Prospectus and Statement of Additional Information for a more detailed discussion of the Fund’s risks.
Investors should consider the investment objectives, risks, charges and expenses of the Fund(s) 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 Investments Distributor, LLC at (800) 992-0180. Please read the prospectus carefully before investing. Past performance is not indicative of future results.