VY Morgan Stanley Global Franchise S2 (IGFSX)
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VY Morgan Stanley Global Franchise S2
Scottsdale AZ 85258
7337 E. Doubletree Ranch Road
Voya Investors Trust
Management information
William D. Lock,Lead manager since 14 June 2009
William is a portfolio manager and head of the London-based International Equity team. He joined
Morgan Stanley in 1994 and has 31 years of investment experience. Prior to joining the firm, he
worked at Credit Suisse First Boston’s Corporate Finance Group, and was a management consultant with Arthur D. Little. William received a B.A. in Modern History from Keble College, Oxford. William is a longstanding sponsor of the creative arts, including Glyndebourne Opera.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryWorld Large-Stock Blend
Fund familyVoya
Net assets318.76M
YTD return4.79%
Yield0.31%
Morningstar rating★★★★
Inception date28 Dec 2006
Fund operations
Last dividend0.05
Last cap gain29.00
Holdings turnover14.00%
Average for categoryN/A
Fees and expenses
ExpenseIGFSXCategory average
Annual report expense ratio (net)1.55%0.95%
Prospectus net expense ratio1.55%N/A
Prospectus gross expense ratio1.58%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.11%
Max deferred sales loadN/A1.17%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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