Mid Cap Growth

Overview
Performance
Literature
Team

Approach

The Mid Cap Growth strategy is an actively managed mid-cap growth strategy that relies on fundamental research and analysis to identify companies with strong and accelerating business momentum, increasing market acceptance and attractive valuations. Our disciplined, bottom-up strategy focuses on security selection, using rigorous fundamental research and analysis of the characteristics of individual companies.

Key Benefits

History of consistent performance across a range of market environments
Disciplined, repeatable process driven by fundamental research
Stable, experienced investment team leverages the resources of Voya’s Fundamental Equity platform
Strong performance relative to the benchmark and peer group competitors since inception
Close adherence to style assures suitability in a formal asset allocation process

Performance

As of 3/31/24	1 Month	3 Month	YTD	1yr	3yr	5yr	10yr	Since Inception (8/01/05)
Composite Gross	1.41	10.36	10.36	28.49	5.19	13.41	11.82	11.82
Composite Net	1.35	10.16	10.16	27.55	4.41	12.57	11.00	10.95
Index*	2.39	9.50	9.50	26.28	4.62	11.82	11.35	10.18

* Russell Midcap Growth Index

Past performance does not guarantee future results.

Periods greater than one year are annualized. Performance data is considered final unless indicated as preliminary. Monthly performance is based on full GIPS Composite returns. Access the GIPS page for full composite details.

The Composite performance information represents the investment results of a group of fully discretionary accounts managed with the investment objective of outperforming the benchmark. Information is subject to change at any time. Gross returns are presented after all transaction costs, but before management fees. Returns include the reinvestment of income. Net performance is shown after the deduction of a model management fee equal to the highest fee charged.

Literature

Voya Mid Cap Growth Strategy Brief

Date: March 31, 2024

Includes Investment Commentary

Approved For: Financial Professional or Qualified Institutional Investor Use Only

Download

Voya IM Equity Profile

Date: December 31, 2023

Approved For: Financial Professional or Qualified Institutional Investor Use Only

Download

Voya MidCap Opportunities Strategy Quarterly Commentary

Date: December 31, 2023

Approved For: Public Use Material

Download

Investment Team

Kristy R Finnegan, CFA

Co-Head of Fundamental Research and Portfolio Manager

Years of Experience: 24

Years with Voya: 23

Kristy Finnegan is co-head of fundamental research and portfolio manager on the large and mid cap growth strategies at Voya Investment Management. Previously at Voya, she served as a portfolio manager for the large cap value strategies. Prior to that at Voya, she was an analyst covering both consumer and technology stocks, including several years with the growth team covering consumer stocks. Prior to joining Voya, Kristy was an investment banking analyst at SunTrust Equitable Securities where she focused on deals primarily in the education and health care sectors. Kristy earned a BS in economics from Vanderbilt University and is a CFA® Charterholder.

Leigh Todd, CFA

Senior Portfolio Manager

Years of Experience: 28

Years with Voya: 3

Leigh Todd is a senior portfolio manager for the large cap growth and mid cap growth strategies at Voya Investment Management. Prior to joining Voya, Leigh was a portfolio manager and senior research analyst at Mellon. Previously, she was a portfolio manager at State Street Global Advisors. Leigh earned a BS in economics from Lehigh University and is a CFA® Charterholder.

Disclosures

Peer Rankings: eVestment collects information directly from investment management firms and other sources believed to be reliable; however, eVestment does not guarantee or warrant the accuracy, timeliness, or completeness of the information provided and is not responsible for any errors or omissions. Performance results may be provided with additional disclosures available on eVestment’s systems and other important considerations such as fees that may be applicable. Not for general distribution. All categories not necessarily included. Totals may not equal 100%. Copyright 2013-2023 eVestment Alliance, LLC. All Rights Reserved. Voya Investment Management composite peer rankings represent percentile rankings which are based on monthly gross of fee returns and reflect where those returns fall within the indicated eVestment’s universe. eVestment provides third party databases, including the institutional investment database from which the presented information was extracted. The eVestment institutional investment database consists of over 1,500 active institutional managers, investment consultants, plan sponsors, and other similar financial institutions actively reporting on over 10,000 products. Additional information regarding eVestment rankings for year to date and since inception performance of the composites is available on eVestment’s website. For more information about the rankings presented above, including universe and additional time periods, please see our detailed eVestment ranking slides.

Principal Risk

The principal risks are generally those attributable to stock investing. Holdings are subject to market, issuer and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition. More particularly, growth-oriented stocks typically sell at higher valuations than other stocks. If a growth-oriented stock does not exhibit the level of growth expected, its price may drop sharply. Additionally, growth-oriented stocks have been more volatile than value-oriented stocks.