Voya MidCap Opportunities R (IMORX)
| Fund Assets | 729.29M |
| Expense Ratio | 1.50% |
| Min. Investment | $1,000 |
| Turnover | 87.00% |
| Dividend (ttm) | 2.54 |
| Dividend Yield | 14.29% |
| Dividend Growth | 1,367.65% |
| Payout Frequency | n/a |
| Ex-Dividend Date | Dec 12, 2024 |
| Previous Close | 17.82 |
| YTD Return | 6.10% |
| 1-Year Return | 21.62% |
| 5-Year Return | 53.61% |
| 52-Week Low | 13.46 |
| 52-Week High | 20.80 |
| Beta (5Y) | n/a |
| Holdings | 85 |
| Inception Date | Aug 5, 2011 |
About IMORX
Voya MidCap Opportunities Fund Class R is a mutual fund primarily focused on achieving long-term capital appreciation by investing at least 80% of its assets in common stocks of U.S. mid-sized companies. The fund employs a research-intensive approach to identify underappreciated firms with above-average growth prospects, maintaining a disciplined strategy that emphasizes consistency across varying market conditions. Positioned in the mid-cap growth category, the fund holds a diversified portfolio, typically comprising around 70 holdings, and targets companies expected to deliver faster-than-average earnings, sales, and cash flow growth. With annual distributions and a transparent management process, the fund offers investors a vehicle for exposure to the dynamic mid-cap sector, which often balances the growth potential of smaller companies with the stability of larger firms. The fund is managed by Voya Investment Management and has been available since August 2011 for Class R shares, serving a range of retirement plans and institutional investors seeking mid-cap growth opportunities.
Performance
IMORX had a total return of 21.62% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.58%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
27.40% of assets| Name | Symbol | Weight |
|---|---|---|
| Royal Caribbean Cruises Ltd. | RCL | 3.82% |
| Cencora, Inc. | COR | 3.41% |
| Howmet Aerospace Inc. | HWM | 3.01% |
| Roblox Corporation | RBLX | 2.96% |
| Verisk Analytics, Inc. | VRSK | 2.71% |
| Axon Enterprise, Inc. | AXON | 2.54% |
| Vistra Corp. | VST | 2.49% |
| Comfort Systems USA, Inc. | FIX | 2.34% |
| Datadog, Inc. | DDOG | 2.07% |
| Fair Isaac Corporation | FICO | 2.06% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 12, 2024 | $2.5361 | Dec 13, 2024 |
| Dec 12, 2023 | $0.1728 | Dec 13, 2023 |
| Dec 16, 2021 | $5.6689 | Dec 17, 2021 |
| Dec 16, 2020 | $2.4306 | Dec 17, 2020 |
| Dec 16, 2019 | $1.4684 | Dec 17, 2019 |
| Dec 14, 2018 | $3.9298 | Dec 17, 2018 |