Approach
This strategy is an actively managed large cap value strategy that relies on fundamental research to capture the benefits of high excess capital yield and sustainable dividends. We believe an experienced and specialized research team is critical to generating alpha from stock selection and portfolios built with active risk substantially focused on stock picking deliver a superior performance profile.
Key Benefits
- Stock selection by career sector analysts, using sector-specific research methodologies, drives alpha
- Target universe strategically designed to identify stocks with sustainable dividend yield and dividend growth
- Flexibility to emphasize dividend growth or high current yield supports consistent returns over a variety of market cycles
- Strong performance relative to benchmark and peers since inception
Performance
Performance
| As of 9/30/24 | 1 Month | 3 Month | YTD | 1yr | 3yr | 5yr | 10yr | Since Inception (1/01/08) |
|---|---|---|---|---|---|---|---|---|
| Gross | 2.63 | 8.02 | 18.05 | 30.67 | 12.30 | 13.89 | 10.59 | 10.20 |
| Net | 2.57 | 7.85 | 17.49 | 29.84 | 11.59 | 13.16 | 9.91 | 9.49 |
| Index* | 1.39 | 9.43 | 16.68 | 27.76 | 9.03 | 10.69 | 9.23 | 7.89 |
* Russell 1000 Value 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 Large Cap Value Fund Quarterly Commentary
Date: September 30, 2024
Approved For: Public Use Material
Voya Large Cap Value Strategy Brief
Date: September 30, 2024
Includes Investment Commentary
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Voya IM Equity Profile
Date: June 30, 2024
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Voya Large Cap Value Fund Story
Date: September 07, 2022
Approved For: Financial Professional or Qualified Institutional Investor Use Only
Investment Team
Vincent Costa, CFA
Chief Investment Officer, Equities
Years of Experience: 39
Years with Voya: 18
James Dorment, CFA
Co-Head of Fundamental Research and Portfolio Manager
Years of Experience: 29
Years with Voya: 16
Gregory Wachsman, CFA
Equity Analyst and Portfolio Manager
Years of Experience: 25
Years with Voya: 7
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 strategy is available as a mutual fund or variable portfolio. The mutual fund may be available to you as part of your employer sponsored retirement plan. There may be additional plan level fees resulting in personal performance that varies from stated performance. Please call your benefits office for more information.
There is no guarantee that this objective will be achieved. The objective represents management’s intended goal for the strategy.
The principal risks are generally those attributable to investing in stocks and related derivative instruments. Holdings are subject to market, issuer, and other risks, and their values may fluctuate. Market risk is the risk that securities or other instruments 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 or instrument may decline for reasons specific to the issuer, such as changes in its financial condition.
The principal risks are generally those attributable to investing in stocks and related derivative instruments. Holdings are subject to market, issuer, and other risks, and their values may fluctuate. Market risk is the risk that securities or other instruments 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 or instrument may decline for reasons specific to the issuer, such as changes in its financial condition.