VY® T. Rowe Price Capital Appreciation Portfolio - VOYA Retirement

VY® T. Rowe Price Capital Appreciation Portfolio - VOYA Retirement

VY® T. Rowe Price Capital Appreciation Portfolio - Service Class ...

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VY® T. Rowe Price Capital Appreciation Portfolio - Service Class .......................................................................................................................................................................................................................................................................................................................................... Release Date 12-31-17

Category

Allocation--50% to 70% Equity

Investment Objective & Strategy

Portfolio Analysis Composition as of 09-30-17

From the investment's prospectus

3 Yr Std Dev 3 Yr Beta

Port Avg

Rel S&P 500

Rel Cat

6.45 0.96

0.64 .

0.94 0.92

Principal Risks Lending, Credit and Counterparty, Extension, Prepayment (Call), Currency, Foreign Securities, Loss of Money, Not FDIC Insured, Capitalization, Value Investing, Issuer, Interest Rate, Market/ Market Volatility, Convertible Securities, High-Yield Securities, Mortgage-Backed and Asset-Backed Securities, Repurchase Agreements, Restricted/Illiquid Securities, Underlying Fund/ Fund of Funds, U.S. Government Obligations, Derivatives, Management, Financials Sector

Important Information Morningstar Investment Profiles must be accompanied by Morningstar Disclosure and Glossary. Funds or their affiliates may pay compensation to Voya® affiliates offering a fund. Such compensation may be paid out of distribution, service and/or 12b-1 fees that are deducted from the fund's assets, and/or may be paid directly by the fund's affiliates. Any fees deducted from fund assets are discussed in the fund's prospectus and disclosed in the fund fact sheet. Because these fees are paid on an on-going basis, over time these fees will increase the cost of your investment and may cost you more than paying other types of sales charges. If offered through a retirement program, additional fees and expenses may be charged under that program. NOT A DEPOSIT. NOT FDIC INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE INSTITUTION. MAY GO DOWN IN VALUE.

Low

Risk Measures as of 12-31-17

Med

High

High

Moderate

Small Value Blend Growth

Top 10 Holdings as of 09-30-17

% Assets

Reserve Invt Fds Marsh & McLennan Companies Inc Fiserv Inc Visa Inc Class A Bank of New York Mellon Corp Alphabet Inc C Abbott Laboratories Danaher Corp Microsoft Corp Becton, Dickinson and Co

Category

Morningstar Style Box™ as of 09-30-17(EQ) ; 09-30-17(F-I)

57.6 4.7 19.0 0.8 17.9

12.94 2.80 2.69 2.62 2.21

.......................................................................................................

Volatility and Risk Volatility as of 12-31-17 Investment

Low

% Assets

U.S. Stocks Non-U.S. Stocks Bonds Cash Other

Large Mid

The investment seeks over the long-term, a high total investment return, consistent with the preservation of capital and with prudent investment risk. Under normal market conditions, the Portfolio pursues an active asset allocation strategy whereby investments are allocated among three asset classes: equity securities, debt instruments, and money market instruments. The Portfolio invests at least 50% of its total assets in common stocks. It may invest up to 15% of its total net assets in Rule 144A securities. Past name(s) : ING T. Rowe Price Cap Apprec Port S.

2.15 2.08 2.07 2.06 2.04

Credit Analysis: % Bonds as of 09-30-17

AAA AA A BBB

4 3 13 22

BB B Below B Not Rated

Ltd

Mod

Ext

Morningstar Super Sectors as of 09-30-17

% Fund

h Cyclical j Sensitive k Defensive

32.88 28.93 38.19

Morningstar F-I Sectors as of 09-30-17

% Fund

⁄ › € ‹ fi ±

0.00 94.66 1.84 0.00 3.50 0.00

Government Corporate Securitized Municipal Cash/Cash Equivalents Other

29 27 2 0

Operations Gross Prosp Exp Ratio Net Prosp Exp Ratio Management Fee 12b-1 Fee Other Fee Miscellaneous Fee(s) Fund Inception Date Total Fund Assets ($mil) Annual Turnover Ratio % Fund Family Name

0.89% of fund assets 0.89% of fund assets 0.64% 0.25% . 0.00% 01-24-89 6,365.9 69.00 Voya

Waiver Data

Type

Exp. Date

.

.

.

Portfolio Manager(s)

David Giroux, CFA. Since 2006. ................................................................................................ Advisor Voya Investments, LLC Subadvisor T. Rowe Price Associates, Inc.

Notes

©2018 Morningstar, Inc., Morningstar Investment Profiles™ 312-696-6000. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of information. Past performance is no guarantee of future performance. Visit our investment website at www.morningstar.com.

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13.788-417 (1/18) CN1207-29534-0119D