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Morningstar Summary

Ratings & Reports

  • Overall
    as of 2/28/2017
    3 stars out of 5
    Out of 668 funds
    View historical ratings

    Morningstar Rating

    Overall Rating
    3 stars out of 5
    Out of 668 funds
    3 Year
    4 stars out of 5
    Out of 583 funds
    5 Year
    3 stars out of 5
    Out of 507 funds
    10 Year
    5 stars out of 5
    Out of 370 funds

    Ratings based on risk adjusted return

    Reported 2/28/2017
  • Analyst Rating
    Forward-looking Analyst Ratings capture our conviction in a fund's ability to outperform over time.
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Historical Risk

  • Selected Value:
    Low
  • Selected Value:
    Below Average
  • Avg
  • Above Average
  • High

Historical Return

  • Selected Value:
    Low
  • Selected Value:
    Below Average
  • Selected Value:
    Avg
  • Above Average
  • High

Morningstar Style Box

Market Cap vs. Investment Style
Selected Values: Investment Style: Mid, Market Cap: Growth
Value
Blend
Growth
Large
Mid
Small

Growth of $10,000 Since June 2008

Fund Detail

as of 2/28/2017

Profile

Profile
Total Net Assets$1.4 B
Total Holdings73
Portfolio Turnover88.00%
Fund AvailabilityOpen to New Investors
Transaction FeeNo
No LoadYes

Distributions and Yield

Distributions and Yield
Distribution Yield0.00%
Most Recent Distribution$1.4155
Previous Pay Date--
Ex-Date12/16/2016
Distribution FrequencyAnnually
30-Day SEC Yield-0.26%

Total Returns

as of 2/28/2017

Standardized Returns

Standardized Returns: Monthly
Description3 Month1 Year3 Year5 Year10 YearInception3 Month1 Year3 Year5 Year10 YearInception3 Month1 Year3 Year5 Year10 YearInception
NMCOX
8.07%15.87%8.42%10.40%--9.06%8.11%22.28%6.75%10.51%9.83%9.02%-0.23%6.81%4.97%11.49%9.29%8.28%
Mid-Cap Growth
Morningstar Category
------------6.60%23.08%5.03%10.60%7.15%--0.75%6.03%4.03%11.79%6.79%--
S&P 500
Index
5.34%18.28%10.59%13.30%7.52%10.58%8.04%24.98%10.63%14.01%7.62%10.60%3.82%11.96%8.87%14.66%6.95%10.51%

Top Sectors

as of 12/31/2016
Top SectorsTop Sectors
Sector% of Holdings
Consumer Cyclical25.94%
Industrials19.95%
Technology16.59%
Healthcare15.77%
Other21.75%
Total100.00%
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Additional Trading Options
Fund Highlights
Voya Investments, LLCVoya Logo
Fund Strategy
The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of mid-sized U.S. companies. The fund normally invests in companies that the sub-adviser ("Sub-Adviser") believes have above average prospects for growth. For this fund, mid-sized companies are those companies with market capitalizations that fall within the range of companies in the Russell Midcap® Growth Index at the time of purchase.
Morningstar Category
Some mid-cap growth funds invest in stocks of all sizes, thus leading to a mid-cap profile, but others focus on midsize companies. Mid-cap growth funds target firms that are projected to grow faster than other mid-cap stocks, therefore commanding relatively higher prices. Many of these stocks are found in the volatile technology, health-care, and services sectors.
  • Investment Minimum (Initial/additional)
    Individual/Joint$1,000/$100
    IRA$250/$100
    ESA$250/$100
    Custodial$1,000/$100
  • Inception Date
    06/04/2008
  • Index Fund
    No
  • Leveraged Fund
    No
  • Socially Conscious
    No
  • Manager
    Jeff Bianchi
  • Managed Since
    2005
  • Fund Family
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