Voya SMID Cap Growth Fund - Class A

Class A: VGROX
Class I: VSMDX
Class R6: VSGRX
For more information call 1 (800) 334-3444
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Voya SMID Cap Growth Fund

Tap into the long-term growth potential of small to mid-sized U.S. companies.

About this Product

  • A SMID cap growth portfolio comprised of common stocks from small to mid-size, lesser-known companies that fall within the range of the Russell 2500 Growth Index.
  • Robust investment process balances quantitative screening, fundamental research, and targeted economic sector analysis.
  • Company analysis and selection focuses on prospects for continuing bottom-line growth, balance sheet strength, and cash flow characteristics

Investment Objective

The Fund seeks capital appreciation.

My Representatives

Broker/Dealer Services

1-800-334-3444

Contact Us

Investment Team

View Fund Adviser/Sub Adviser

Portfolio Management Team

Voya Investments, LLC

Investment Adviser

Voya Investments, LLC., serves as the investment adviser to each of the Funds. Voya Investments has overall responsibility for the management of the Funds. Voya Investments provides or oversees all investment advisory and portfolio management services for each Fund, and assists in managing and supervising all aspects of the general day-to-day business activities and operations of the Funds, including custodial, transfer agency, dividend disbursing, accounting, auditing, compliance and related services. The Investment Adviser may, from time to time, directly manage a portion of the Fund’s assets to seek to manage the Fund’s overall risk exposure to achieve the Fund’s desired risk/return profile and to effect the Fund’s investment strategies. The Investment Adviser may invest in futures and exchange-traded funds to implement its investment process.

Voya Investment Management Co. LLC

Investment Sub-Adviser

Voya Investment Management Co. LLC (“Voya IM” or “Sub-Adviser”), a Delaware limited liability company, was founded in 1972 and is registered with the SEC as an investment adviser. Voya IM is an indirect, wholly-owned subsidiary of Voya Financial, Inc. and is an affiliate of the Adviser. Voya IM has acted as adviser or sub-adviser to mutual funds since 1994 and has managed institutional accounts since 1972. The principal office of Voya IM is located at 230 Park Avenue, New York, New York 10169. As of December 31, 2016, Voya IM managed approximately $86.4 billion in assets.
Joseph Basset

Joseph Basset, CFA

Equity Analyst and Portfolio Manager

Years of Experience: 22

Years with Voya: 14

Joseph Basset is an analyst on the small cap team at Voya Investment Management covering the industrials, energy, materials and utilities sectors. He also is a portfolio manager for the small cap and SMID cap strategies. Prior to joining the firm, Joe taught economics and finance at the university level for eight years. He also covered semiconductor, information technology and communication equipment companies for Banc One and One Group Technology Fund. Joe received a BA in economics from Tulane University and an MBA and ABD in finance from the University of Texas. He holds the Chartered Financial Analyst® designation.
James Hasso

James Hasso

Head of Small Cap and Portfolio Manager

Years of Experience: 24

Years with Voya: 13

James Hasso serves as the head of the small cap team and a portfolio manager for the small cap and SMID cap strategies at Voya Investment Management. Previously at the firm, James also covered the financial-related sectors as an analyst. Prior to joining the firm, Jim worked at First Investors Corporation, Valenzuela Capital Partners, Mitchell Hutchins Asset Management and Spears, Benzak, Salomon & Farrell in research analyst/associate portfolio manager capacities. He received a BA in economics from Lehman College and an MBA in finance from Fordham University. James also serves on the Board of Trustees of the New York Foundling established by the Sisters of Charity, holds a seat on the Leadership Council of Americares, and is an active member of the Centennial Society of the Economic Club of New York.

Performance

Average Annual Total Returns %

As of July 31, 2019

As of June 30, 2019

Most Recent Month EndMost Recent Quarter EndMost Recent Month EndMost Recent Quarter End
Most Recent Month EndYTD1 YR3 YR5 YR10 YRInceptionExpense Ratios
GrossNet
Net Asset Value+24.91+1.33+9.003.79%1.22%
With Sales Charge+17.75-4.52+6.60
Net Asset Value+23.08+1.92+8.683.79%1.22%
With Sales Charge+16.02-3.92+6.20
Russell 2500 Growth Index+25.85+5.81+14.76
Russell 2500 Growth Index+23.92+6.13+14.58

Inception Date - Class A:December 6, 2016

Current Maximum Sales Charge: 5.75%

The performance quoted represents past performance and does not guarantee future results. Current performance may be lower or higher than the performance information shown. The investment return and principal value of an investment in the Portfolio will fluctuate, so that your shares, when redeemed, may be worth more or less than their original cost. See above "Average Annual Total Returns %" for performance information current to the most recent month-end.

Calendar Year Returns %

Past performance is no guarantee of future results. Returns are shown in %. These figures are for the year ended December 31 of each year. They do not reflect sales charges and would be lower if they did. The bar chart above shows the Fund's annual returns and long-term performance, and illustrates the variability of the Fund’s returns.

Growth of a $10,000 Investment

For the period 12/06/2016 through 07/31/2019

Ending Value: $12,568.00

The performance quoted in the "Growth of a $10,000 Investment" chart represents past performance. Performance shown is without sales charges; had sales charges been deducted, performance would have been less. Ending value includes reinvestment of distributions.

Disclosures

Principal Risks

Investment Risks: You could lose money on an investment in the Fund. Any of the following risks, among others, could affect Fund performance or cause the Fund to lose money or to underperform: Company: The price of a company’s stock could decline or underperform. Foreign Investing poses special risks including currency fluctuation, economic and political risks not found in investments that are solely domestic.Growth stocks may be more volatile than value stocks due to their relatively high valuations, and growth investing may fall out of favor with investors. Investing in stocks of Small- and Mid-Sized Companies may entail greater volatility and less liquidity than larger companies. Because the Fund may invest in Other Investment Companies, you may pay a proportionate share of the expenses of that other investment company, in addition to the expenses of the Fund. Risks of the REIT's are similar to those associated with direct ownership of Real Estate, such as changes in real estate values and property taxes, interest rates, cash flow of underlying real estate assets, supply and demand, and the management skill and credit worthiness of the issuer. Other risks of the Fund include but are not limited to: Currency, Investment Model, Liquidity, Market, Securities Lending. Investors should consult the Fund's Prospectus and Statement of Additional Information for a more detailed discussion of the Fund's risks.