Approach
The Voya Balanced Large Cap Core-Value strategy blends strategic asset allocation discipline with the expertise of our equity and fixed income management teams.
Investment Process
A 55/45 multi-asset strategy providing exposure to the investment expertise of the Voya Investment Management equity and fixed income teams in a single strategy.Equity Sell Decision
- Investment thesis is violated
- Stock price full valued
- Yield is at risk of being cut or eliminated
Fixed Income Sell Decision
- Evaluate credit quality continuously – sell deteriorating credits
- Sell bonds that exceed their relative value
- Sell bonds that are no longer consistent with macro (or market) outlook
Performance
Performance
Performance data for this strategy is not available at this time.
Literature
Voya Balanced Large Cap Core-Value SMA Strategy Brief - Merrill Lynch
Date: June 30, 2024
Approved For: Public Use Material
Voya Balanced Large Cap Core Value SMA (Merrill Lynch) Quarterly Commentary
Date: June 30, 2024
Approved For: Public Use Material
Investment Team
Sean Banai, CFA
Head of Multi-Sector
Years of Experience: 25
Years with Voya: 25
Rajen Jadav, CFA
Portfolio Manager
Years of Experience: 27
Years with Voya: 5
James Dorment, CFA
Co-Head of Fundamental Research and Portfolio Manager
Years of Experience: 29
Years with Voya: 16
Vincent Costa, CFA
Chief Investment Officer, Equities
Years of Experience: 39
Years with Voya: 18
Gregory Wachsman, CFA
Equity Analyst and Portfolio Manager
Years of Experience: 25
Years with Voya: 7
Disclosures
Principal Risk
All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield. As with any portfolio, you could lose money on your investment in the Voya Balanced Large Cap Core Value SMA. Stocks are more volatile than bonds, and portfolios with a higher concentration of stocks are more likely to experience greater fluctuations in value than portfolios with a higher concentration of bonds. Investing in bonds also entails credit risk and interest rate risk. The strategic allocation of the Voya Balanced Large Cap Core Value SMA is expected to remain constant; as a result, the SMA’s performance will depend on the performance of the underlying investment strategies rather than tactical changes to its asset allocations. Market and asset class performance may differ in the future from historical performance and the assumptions used to form the strategic asset allocations for the Voya Balanced Large Cap Core Value SMA. There is risk that you could achieve better returns in an underlying portfolio or other portfolios representing a single asset class than in the Voya Balanced Large Cap Core Value SMA.