Voya Morgan Competition

VPRDX Fund

USD 9.73 -0.09 -0.92%

The fund is listed under the World Large-Stock Blend category and is part of the Voya family. The peer set for Voya Morgan Stanley commonly includes Ambrus Core, Gmo Emerging, TAXABLE MUNICIPAL, Barings Active, and SEI Insti. This structured peer set helps anchor competitive context. Financial data is sourced from standardized regulatory submissions. This overview is based on available data and does not express a directional view. Peer analytics here show whether Voya Morgan outperforms competitors on quality and value. Comparative context helps frame Voya Morgan's standing across key financial dimensions. Peer-based analysis adds perspective beyond standalone metrics.

Voya Morgan and T ROWE Correlation Summary

Pay attention - limited upside

For the present investment horizon, the measured correlation between VPRDX and PATFX stands at -0.71, or Pay attention - limited upside. In portfolio terms, the overlap visualization shows how much shared movement remains after both positions are combined.

Moving together with Voya Mutual Fund

0.81

IMOPX

Voya Midcap Opportunities

Pair Corr

Moving against Voya Mutual Fund

0.62	ILBPX	Voya Limited Maturity	Pair Corr
0.47	ILBAX	Voya Bond Index	Pair Corr
0.42	ILABX	Voya Bond Index	Pair Corr
0.42	ILUAX	Voya Bond Index	Pair Corr

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The concept of mean reversion suggests that Voya Morgan's price will eventually return toward its long-run average. High prices may deter value investors, while unusually low prices often attract buyers who anticipate a recovery.

Hype

Prediction

Low	Estimated	High
8.91	9.76	10.61

Details

Intrinsic

Valuation

Low	Real	High
9.07	9.92	10.77

Details

Naive

Forecast

Low	Next	High
8.48	9.34	10.19

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
9.70	10.14	10.57

Details

Competitive analysis for Voya Morgan compares its financial performance, valuation multiples, and growth trajectory against sector peers. This peer-relative view often uncovers mispricing that single-company analysis would miss.

Voya Morgan Competition Correlation Matrix

Competition correlation for Voya Morgan Stanley matters because related securities often respond to the same industry, factor, or macro drivers even when their business stories differ. The current classification points to the World Large-Stock Blend category. In practical terms, lower correlation may offer better diversification while higher correlation may leave the portfolio more exposed to one shared driver.

	TTRBX	GMDFX	DUTMX	BXDCX	SCXIX	GOBFX	PATFX
TTRBX		0.82	0.88	0.91	0.95	0.78	0.88	TTRBX
GMDFX	0.82		0.79	0.91	0.73	0.71	0.93	GMDFX
DUTMX	0.88	0.79		0.78	0.95	0.55	0.9	DUTMX
BXDCX	0.91	0.91	0.78		0.79	0.76	0.9	BXDCX
SCXIX	0.95	0.73	0.95	0.79		0.68	0.84	SCXIX
GOBFX	0.78	0.71	0.55	0.76	0.68		0.6	GOBFX
PATFX	0.88	0.93	0.9	0.9	0.84	0.6		PATFX
	TTRBX	GMDFX	DUTMX	BXDCX	SCXIX	GOBFX	PATFX

Risk-Adjusted Indicators

Evaluating Voya Mutual Fund requires separating price momentum from underlying business quality relative to competitors. Without reviewing risk-adjusted indicators, investors may overweight recent returns and underweight the volatility required to achieve them. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
TTRBX	0.11	-0.01	0.00	-0.56	0.00	0.00	0.20	-0.30	0.80
GMDFX	0.24	0.06	0.36	0.16	0.18	-0.27	0.56	-0.56	2.60
DUTMX	0.24	0.00	0.23	-0.13	0.33	-0.26	0.41	-0.54	1.48
BXDCX	0.06	-0.01	0.58	3.78	0.06	-0.15	0.11	-0.21	0.53
SCXIX	0.17	-0.01	0.00	-0.48	0.00	0.00	0.42	-0.41	1.03
GOBFX	0.34	-0.01	0.00	-0.12	0.00	0.00	0.56	-0.88	2.28
PATFX	0.13	0.00	0.32	-0.03	0.19	-0.15	0.27	-0.27	1.07

Voya Morgan Competitive Analysis

Better Than Average

Worse Than Peers

View Performance Chart

	VPRDX	TTRBX	GMDFX	DUTMX	BXDCX	SCXIX	GOBFX	PATFX
	0.92 9.73 Voya	0.40 9.96 Ambrus	0.47 23.10 Gmo	0.94 7.34 TAXABLE	0.21 9.32 Barings	0.83 9.53 SEI	1.03 8.64 LEGG	0.71 11.11 PATFX
Market Volatility (90 Days Market Risk)	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low	Very Low
Market Performance (90 Days Performance)	Weak	Weak	Moderate	Weak	Soft	Weak	Weak	Mild
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Low	Low	Low
Current Valuation (Equity Enterprise Value)	Fairly Valued	Fairly Valued	Under Valued	Fairly Valued	Under Valued	Fairly Valued	Fairly Valued	Fairly Valued
Buy or Sell Analysis (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Hold	Cautious Hold	Strong Buy	Cautious Hold	Strong Buy	Cautious Hold	Hold	Hold
Net Asset	403.75 M	364.26 M	3.87 B	10.97 M	1.18 B	3.99 B	3.4 B	5.55 B
Minimum Initial Investment	N/A	N/A	125 M	100	N/A	N/A	N/A	N/A
Price To Book	N/A	N/A	N/A	N/A	N/A	N/A	N/A	6.68 X
Five Year Return	2.74 %	N/A	7.93 %	-1.67 %	1.91 %	-0.41 %	-2.41 %	1.27 %
One Year Return	-13.31 %	5.00 %	21.80 %	4.29 %	1.46 %	4.77 %	6.39 %	4.49 %
Last Dividend Paid	0.18	N/A	0.3	0.02	0.01	0.01	0.07	0.03
Price To Earning	7.46 X	N/A	N/A	N/A	N/A	N/A	N/A	7.02 X
Price To Sales	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0.94 X
Cash Position Weight	1.33 %	N/A	1.19 %	N/A	2.21 %	4.09 %	0.64 %	0.22 %
Equity Positions Weight	98.67 %	N/A	N/A	N/A	N/A	N/A	N/A	0.01 %
Three Year Return	3.95 %	5.14 %	18.39 %	3.18 %	2.15 %	3.67 %	2.07 %	5.06 %
Annual Yield	0.01 %	0.05 %	0.05 %	0.04 %	0.04 %	0.03 %	0.04 %	0.04 %
Year To Date Return	1.91 %	0.47 %	3.43 %	0.78 %	1.18 %	0.29 %	0.46 %	1.21 %
Bond Positions Weight	N/A	N/A	95.98 %	100.00 %	33.19 %	7.19 %	51.30 %	10.93 %
Ten Year Return	12.94 %	N/A	7.97 %	N/A	N/A	4.37 %	3.74 %	4.44 %
Day Typical Price	9.73	9.96	23.1	7.34	9.32	9.53	8.64	11.11
Period Momentum Indicator	-0.09	-0.04	-0.11	-0.07	-0.02	-0.08	-0.09	-0.08
Rate Of Daily Change	0.99	1.0	1.0	0.99	1.0	0.99	0.99	0.99
Day Median Price	9.73	9.96	23.1	7.34	9.32	9.53	8.64	11.11
Price Action Indicator	-0.04	-0.02	-0.06	-0.04	-0.01	-0.04	-0.04	-0.04
Relative Strength Index	31.9	36.21	45.33	41.0	37.32	N/A	38.75	40.21
Coefficient Of Variation	-461.37	-3,479	851.49	6858.46	5963.89	-3,106	-2,291	2325.62
Mean Deviation	0.6294	0.1056	0.2437	0.2372	0.0576	0.1697	0.3358	0.1279
Jensen Alpha	-0.14	-0.01	0.0566	-0.0012	-0.01	-0.01	-0.01	0.004
Total Risk Alpha	-0.09	0.0045	0.0827	0.0336	0.0039	0.0115	0.0259	0.0223
Sortino Ratio	N/A	N/A	0.3591	0.2295	0.5848	N/A	N/A	0.3154
Downside Variance	N/A	N/A	0.1386	0.1641	0.0237	N/A	N/A	0.0941
Standard Deviation	0.8345	0.1544	0.386	0.3177	0.0999	0.2376	0.4553	0.1952
Kurtosis	1.57	1.54	7.82	0.8854	2.54	1.72	1.22	3.8
Potential Upside	1.07	0.2	0.5642	0.4093	0.1074	0.4158	0.5624	0.2703
Treynor Ratio	-0.34	-0.56	0.1637	-0.13	3.78	-0.48	-0.12	-0.03
Maximum Drawdown	4.54	0.7968	2.6	1.48	0.5342	1.03	2.28	1.07
Variance	0.6964	0.0238	0.149	0.1009	0.01	0.0565	0.2073	0.0381
Market Risk Adjusted Performance	-0.33	-0.55	0.1737	-0.12	3.79	-0.47	-0.11	-0.02
Risk Adjusted Performance	-0.17	-0.07	0.0834	-0.0036	-0.06	-0.05	-0.04	0.0034
Skewness	-0.85	-0.25	1.61	-0.62	0.5499	-0.52	-0.71	-1.17
Semi Deviation	N/A	N/A	0.1847	0.3259	0.0613	N/A	N/A	0.1854
Information Ratio	-0.11	0.5433	0.3463	0.2927	0.9008	0.3396	0.1504	0.4956
Value At Risk	-1.49	-0.30	-0.56	-0.54	-0.21	-0.41	-0.88	-0.27
Expected Short fall	N/A	N/A	-0.27	-0.26	-0.15	N/A	N/A	-0.15
Downside Deviation	N/A	N/A	0.3723	0.4051	0.1539	N/A	N/A	0.3067
Semi Variance	N/A	N/A	0.0341	0.1062	0.0038	N/A	N/A	0.0344

Voya Morgan Competition Peer Performance Charts

How to Analyze Voya Morgan Against Peers

Voya Morgan's peer analysis compares Voya Morgan with related companies to put valuation, quality, and risk metrics in context. This helps determine whether recent performance is company-specific or broadly sector-driven. A practical workflow includes:

Set a relevant peer group: Include direct competitors and close alternatives with comparable business exposure.
Benchmark core financials: Compare profitability, growth, capital structure, and cash flow quality.
Check valuation dispersion: Review whether Voya Morgan trades at a premium or discount versus peers and why.
Evaluate risk profile: Compare volatility, drawdowns, and correlation to avoid false diversification assumptions.
Document the thesis: Record where Voya Morgan leads or lags and what catalysts could close or widen the gap.

Use this as an educational baseline, then validate conclusions with current filings, market conditions, and portfolio objectives.

Peer Comparison Metrics & Methodology

Analyzing Voya Morgan's peers expands diversification context, relative positioning, and sector theme understanding. Debt-to-equity comparison across Voya Morgan's peers frames whether its leverage is conservative, normal, or elevated for its industry. Peer benchmarking can improve context for valuation without relying only on standalone multiples.

For Voya Morgan Stanley, this section uses fund disclosures and market reference feeds with Macroaxis normalization rules applied to keep cross-asset comparisons consistent. Intraday timing differences may exist.

This content is curated and reviewed by:

Raphi Shpitalnik - Junior Member of Macroaxis Editorial Board

Last reviewed on February 27th, 2026

Macroaxis provides analytical tools and reference data for investors of all levels to evaluate holdings and assess risk across market volatility, economic shifts, and company-specific events. View terms and conditions

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Voya Morgan Competition

Voya Morgan and T ROWE Correlation Summary

Moving together with Voya Mutual Fund

Moving against Voya Mutual Fund

Specify up to 10 symbols:

Voya Morgan Competition Correlation Matrix

Risk-Adjusted Indicators

Voya Morgan Competitive Analysis

Voya Morgan Competition Peer Performance Charts

How to Analyze Voya Morgan Against Peers

Peer Comparison Metrics & Methodology

This content is curated and reviewed by:

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