Voya Balanced Large Cap Core-Value SMA

Summary

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.

Objective*

Seeks to provide attractive long-term returns with lower volatility than the stock market.

Investment Process

Actively managed by an experienced team of equity and fixed income investment specialists:

  • For the equity portion of the portfolio, stock selection is driven by rigorous fundamental research conducted by a team of career analysts. Our generally sector-neutral approach focuses on bottom-up stock selection with strategy-specific risk guidelines.
  • The fixed income exposure seeks to add value by actively managing portfolio duration. Secondary factors include yield curve positioning, sector, allocation, industry and security selection.

*There is no guarantee that this objective will be achieved.

Past performance does not guarantee future results. There is no guarantee that any forecasts or opinions in this material will be realized. Manager commentary is for informational purposes only and does not constitute investment advice and is not a recommendation to purchase or sell any of the securities referenced.