Voya Mid Cap Research Enhanced Index Fund
Data updated: 2026-09-25
C000215386 — Voya Mid Cap Research Enhanced Index Fund. United States Mid Cap Blend / Core Equity · $140.02M AUM. Holdings, fees, performance and SEC filings.
C000215386 Fund Overview
Voya Mid Cap Research Enhanced Index Fund is a US mutual fund managed by Voya EQUITY TRUST, categorised as United States Mid Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Voya EQUITY TRUST
- Category: United States Mid Cap Blend / Core Equity
- Assets under management: $140.02M
- SEC CIK: 0001063946
- SEC series ID: S000066936
- Share class ID: C000215386
C000215386 Investment Objective and Strategy
Voya Mid Cap Research Enhanced Index Fund describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Voya EQUITY TRUST.
Investment objective
The Fund seeks growth of capital primarily through investment in a diversified portfolio of common stock of companies with small- to mid-market capitalizations.
Principal investment strategy
Under normal circumstances, the Fund invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in investments tied to small- to mid-capitalization companies. For purposes of this 80% policy, small- to mid-capitalization companies means companies with market capitalizations that fall within the capitalization range of companies within the Russell 2500 TM Index (the Index). The market capitalization of companies within the Index will change with market conditions. As of March 31, 2025, the market capitalization of companies within the Index ranged from $60.5 million to $23.9 billion. In managing the Fund, the sub-adviser and the sub-sub-adviser (together, the Sub-Adviser) invests in a portfolio of common stocks of small- to mid-capitalization companies that it believes have the potential to outperform the Index over the long term.
The Sub-Adviser uses quantitative methods, including machine learning-based artificial intelligence ( AI) models, to select securities for potential investment and to support portfolio trading. As part of the securities selection process, the AI models analyze a variety of inputs, including among other things, financial, fundamental, macro, and technical characteristics. The data may include structured data ( e.g. , financial information) and unstructured data ( e.g. , press releases and news articles). The AI model is designed to identify companies whose perceived value is not reflected in the stock price by identifying persistent patterns in company data that have historically been correlated with outperformance. The Sub-Adviser utilizes a dynamic portfolio construction process and trades opportunistically based on the AI models selections; such trading may be frequent.
The Sub-Adviser may also use other AI techniques or inputs to implement its investment strategy. Portfolio managers and analysts at the Sub-Adviser review the AI models selections, oversee the operation of all quantitative models, and seek to mitigate a number of risks the models might pose, including lack of transparency regarding the bases for the models' selections and any biases or operational deficiencies in the models that are identified. The Fund may invest in derivative instruments including, but not limited to, put and call options. The Fund may use derivative instruments to seek to reduce exposure to other risks, such as currency risk, to substitute for taking a position in the underlying asset, to maintain equity market exposure on its cash balance, and/or to seek to enhance returns in the Fund.
The Fund may invest, to a limited extent, in foreign (non-U.S.) stocks and depositary receipts. The Fund may invest in real estate-related securities, including real estate investment trusts (REITs). The Fund may invest in other investment companies, including exchange-traded funds ( ETFs), to the extent permitted under the Investment Company Act of 1940, as amended, and the rules and regulations thereunder, and under the terms of applicable no-action relief or exemptive orders granted thereunder. In evaluating investments for the Fund, the Sub-Adviser takes into account a wide variety of factors and considerations to determine whether any or all of those factors or considerations might have a material effect on the value, risks, or prospects of a company. Among the factors considered, the Sub-Adviser expects typically to take into account environmental, social, and governance ( ESG) factors.
In considering ESG factors, the Sub-Adviser intends to rely primarily on factors identified through its proprietary empirical research and on third-party evaluations of a companys ESG standing. ESG factors will be only one of many considerations in the Sub-Advisers evaluation of any potential investment; the extent to which ESG factors will affect the Sub-Advisers decision to invest in a company, if at all, will depend on the analysis and judgment of the Sub-Adviser. The Sub-Adviser may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into opportunities believed to be more promising. The Fund may lend portfolio securities on a short-term or long-term basis, up to 33 ?1 / 3 % of its total assets.
C000215386 Holdings
Top 10 holdings of Voya Mid Cap Research Enhanced Index Fund by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Sandisk Corp. | 3.21% |
| Ciena Corp. | 1.62% |
| Nov, Inc. | 1.48% |
| Comfort Systems USA, Inc. | 1.45% |
| Nisource, Inc. | 1.30% |
| Watts Water Technologies, Inc. | 1.30% |
| F.n.b. Corp. (pennsylvania) | 1.24% |
| Coherent Corp. | 1.20% |
| Applied Industrial Technologies, Inc. | 1.19% |
| Rocket Lab Corp. | 1.13% |
C000215386 Portfolio Allocation
Asset-class allocation of Voya Mid Cap Research Enhanced Index Fund by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 100.0% |
| Cash & Equivalents | 2.1% |
C000215386 Costs and Fees
C000215386 costs about $95 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.95%
- Gross expense ratio: 1.14%
- Portfolio turnover: 153%
- Brokerage commissions: 12.07 bps of average net assets (SEC N-CEN)
C000215386 Cashflows
Over the 12 months to 2026-05, Voya Mid Cap Research Enhanced Index Fund had net outflows of $16.27M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-05 | −$1.37M |
| 2026-04 | −$642.99K |
| 2026-03 | −$2.10M |
| 2026-02 | −$1.10M |
| 2026-01 | −$930.74K |
| 2025-12 | $27.61M |
C000215386 Debt Constituents
No individual debt constituents are reported in Voya Mid Cap Research Enhanced Index Fund's latest SEC N-PORT filing.
C000215386 Prospectus and SEC Filings
Official Voya Mid Cap Research Enhanced Index Fund filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-09-25
- Prospectus (485BPOS) — filed 2024-09-26
- Prospectus supplement (497) — filed 2025-10-02
- Portfolio holdings (N-PORT) — filed 2026-07-22
- Portfolio holdings (N-PORT) — filed 2026-04-28
- Portfolio holdings (N-PORT) — filed 2026-01-23
- Annual census (N-CEN) — filed 2026-08-14
- Annual census (N-CEN) — filed 2025-08-11
Related Funds
Other United States Mid Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.