About ITCSX
VY T. Rowe Price Capital Appreciation Portfolio - Service Class is a **mutual fund** that employs a balanced, multi-asset approach to achieve long-term capital growth and income. The portfolio primarily invests at least half of its assets in **common stocks**, complemented by meaningful allocations to **bonds, U.S. Treasury notes, and short-term investments**, providing a blend of equity and fixed-income exposure. It utilizes a "large blend" investment style, focusing on large-cap U.S. companies while maintaining flexibility to hold a diverse mix of asset types. Sector allocations are diversified across technology, healthcare, consumer cyclicals, government securities, and more, with notable holdings such as Microsoft, Amazon.com, and U.S. Treasury notes.
This fund is designed for investors seeking a **moderate allocation** strategy, balancing risk and reward by combining growth-oriented equities with the stability of fixed income instruments. It is managed by an experienced team, with a track record of consistent outperformance relative to its Morningstar category peers over many years, emphasizing risk management and disciplined portfolio construction. With its flexible, diversified structure and robust management, the portfolio plays a key role in providing diversified growth and income opportunities within the broader financial market.
Fund Family Voya
Category Allocation--50% to 70% Equity
Stock Exchange NASDAQ
Ticker Symbol ITCSX
Share Class Class S
Index S&P 500 TR
ITCSX had a total return of -4.55% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.78%.
