The portfolio is managed by two experienced professionals: Kristy R. Finnegan, CFA, who serves as portfolio manager for large and mid-cap growth strategies and co-head of fundamental research at Voya Investment Management with 26 years of experience, and Leigh Todd, CFA, Senior Portfolio Manager for large cap growth and mid cap growth equity strategies with 30 years of experience. Both managers bring extensive experience from previous roles at major financial institutions and hold advanced credentials including CFA designations. Their combined expertise spans fundamental research, portfolio management, and sector analysis across multiple market cycles.

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The Mid-Cap Growth strategy seeks to outperform its benchmark over a full market cycle via an actively managed approach relying on fundamental research and analysis to identify companies with strong and accelerating business momentum, increasing market acceptance, and attractive valuations. The investment philosophy focuses on four key principles: effective capital investment drives business momentum, and companies with improving profitability and attractive valuations will outperform over time. The strategy emphasizes disciplined security selection and adheres closely to mid-cap growth style to ensure suitability for formal asset allocation. It leverages career sector analysts conducting high-conviction fundamental research and emphasizes diversified sources of growth to generate alpha with portfolio-level risk management focused on stock-specific risks over macro or factor bets.

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