Voya Index Plus MidCap Portfolio (IPMIX) belongs to the Mid Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IPMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IPMIX
IPMIX charges 0.60% annually. There are 31 mutual funds in the Mid Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Mid Cap Index Fund | 0.03% | — | Sep 2011 | IPMIX vs FSMDX | |
| Vanguard Mid-Cap Index Fund Institutional Plus Sha... | 0.03% | 218.80B | Dec 2010 | IPMIX vs VMCPX | |
| Vanguard Mid-Cap Index Fund Institutional Shares | 0.03% | 218.80B | May 1998 | IPMIX vs VMCIX | |
| Fidelity Extended Market Index Fund | 0.04% | — | — | IPMIX vs FSMAX | |
| Vanguard Extended Market Index Fund Institutional ... | 0.04% | 93.70B | Jan 2011 | IPMIX vs VEMPX |
Best Risk-Adjusted Alternatives to IPMIX
IPMIX has a PortfoliosLab risk / return rank of 31. There are 87 mutual funds in the Mid Cap Blend Equities category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 89 | — | Jan 2005 | IPMIX vs PFSLX | |
| Vanguard Strategic Equity Fund | 85 | 11.50B | Aug 1995 | IPMIX vs VSEQX | |
| Gotham Enhanced Return Fund | 83 | — | May 2013 | IPMIX vs GENIX | |
| Destinations Small-Mid Cap Equity Fund | 80 | — | Mar 2017 | IPMIX vs DSMFX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 80 | — | Aug 2013 | IPMIX vs FZAMX |
Top Performing IPMIX Alternatives (YTD)
IPMIX is at 15.18% YTD. There are 64 mutual funds in the Mid Cap Blend Equities category with higher YTD returns, going as high as 41.29%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Select Fund | 41.29% | — | Jan 2005 | IPMIX vs PFSLX | |
| 13D Activist Fund | 32.60% | — | Dec 2011 | IPMIX vs DDDIX | |
| Fidelity SAI Small-Mid Cap 500 Index Fund | 30.58% | — | Aug 2015 | IPMIX vs FZFLX | |
| Hodges Fund | 28.41% | — | Oct 1992 | IPMIX vs HDPMX | |
| Fidelity Advisor Mid Cap II Fund Class Z | 24.59% | — | Aug 2013 | IPMIX vs FZAMX |
Lowest Volatility Alternatives to IPMIX
IPMIX has 20.79% 1-year volatility. There are 116 mutual funds in the Mid Cap Blend Equities category with lower 1-year volatility, going as low as 9.71%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Focused Growth and Income Fund | 9.71% | — | Dec 2002 | IPMIX vs GWSAX | |
| Timothy Plan Large/Mid Cap Value Fund | 11.72% | — | Jul 1999 | IPMIX vs TLVAX | |
| Boston Trust Midcap Fund | 11.82% | — | — | IPMIX vs BTMFX | |
| Boston Trust Walden Midcap Fund | 11.94% | — | Aug 2011 | IPMIX vs WAMFX | |
| Victory RS Investors Fund | 11.98% | — | Nov 2005 | IPMIX vs RSINX |
Lowest Drawdown Alternatives to IPMIX
IPMIX has a 1-year max drawdown of -12.67%. There are 112 mutual funds in the Mid Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -6.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| FullerThaler Behavioral Mid-Cap Equity Fund Instit... | -6.33% | — | Oct 2023 | IPMIX vs FTHMX | |
| Gotham Enhanced Return Fund | -6.44% | — | May 2013 | IPMIX vs GENIX | |
| Gabelli Focused Growth and Income Fund | -6.54% | — | Dec 2002 | IPMIX vs GWSAX | |
| Fuller & Thaler Behavioral Small-Mid Core Equity F... | -6.80% | — | Dec 2018 | IPMIX vs FTSIX | |
| BNY Mellon Active MidCap Fund | -7.29% | — | Jan 1985 | IPMIX vs DNLDX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 70 | 24.02% | — | Nov 1935 | IPMIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 23 | 5.60% | — | May 2009 | IPMIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 44 | 11.42% | — | Dec 2007 | IPMIX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 13 | 0.10% | — | Dec 1998 | IPMIX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 38 | 1.07% | — | Sep 2015 | IPMIX vs ATLAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 62 | 10.26% | — | Mar 2008 | IPMIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.87% | — | Jan 2006 | IPMIX vs IFTIX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IPMIX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 93 | 18.13% | — | May 2009 | IPMIX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 43 | 1.29% | — | May 2004 | IPMIX vs IPHYX |
Often Compared With IPMIX
Investors most often compare IPMIX with FCNTX, KMVAX, INGIX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare IPMIX with Any Fund or Stock
Compare IPMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IPMIX with funds that move differently
Voya Index Plus MidCap Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IPMIX.
Explore IPMIX Diversifiers