1 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. CID Voya Large Cap Growth Strategy Quarter ending March 31, 2015 Client Name Presented by Name, Title Date
3 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Table of Contents 1.Firm Profile 2.Voya Fundamental Equity Platform 3.Voya Large Cap Growth Strategy 4.Portfolio Characteristics and Performance 5.Appendix
4 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy 1.Firm Profile
5 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
6 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
7 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
8 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
9 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
10 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
11 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy 2.Voya Fundamental Equity Platform
12 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
13 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Competitive Investment Performance
14 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
15 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy 3.Voya Large Cap Growth Strategy
16 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
17 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Investment Team
18 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
19 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
20 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
21 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
22 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
23 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
24 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
25 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy 4.Portfolio Characteristics and Performance
26 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Portfolio Characteristics Returns-Based Characteristics are based on strategy composite performance results; all other portfolio characteristics shown above are based on the strategy’s representative account. Index statistics source: FactSet. We deem this to be a reliable source, but cannot guarantee accuracy and completeness. The above sets forth the ten largest holdings in the portfolio. As the portfolio is actively managed, holdings and their weights will change over time. Accordingly, it should not be assumed that securities held will be held in the future. Past performance is not indicative of future results. Performance shown is supplemental information only. Please refer to the GIPS-compliant Schedule of Composite Performance that follows.
27 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Performance Returns are before the deduction of management fees and will be reduced by advisory fees and other fees incurred in the management of the portfolio. For a description of advisory fees, please see Form ADV, Part II. Past performance is no guarantee of future results. Performance shown is supplemental information only. Please refer to the GIPS compliant Schedule of Composite Performance that follows. Benchmark source: Standard & Poor’s.
28 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Performance Attribution Voya Large Cap Growth Team inception (05/01/04 – 03/31/15) *All returns are gross of fees. Source: FactSet This attribution analysis is for informational purposes only, and is not intended as investment advice. This report includes securities that are current holdings, as well as securities that may have been sold during the quarter. Performance figures for individual sectors and individual securities are gross of fees. The fees charged by Voya IM are described in Part II of its Form ADV. This report sets forth the portfolio holdings for the quarter ended on the above date. It should not be assumed that securities held in the portfolio are profitable or will equal the performance of the securities mentioned herein. One account was selected by our portfolio managers as a representative account that generally best represents this investment management style. Voya IM did not use performance-based criteria in determining which account to include. These holdings represent only a representative portfolio and may not reflect the actual holdings of other portfolios managed by Voya IM. The performance of other portfolios may be better or worse than that of this representative portfolio. Past performance is not indicative of future results.
29 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Pier Group Rankings
30 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Assets Under Management
31 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
32 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy 5.Appendix
33 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Investment Vehicles and Fee Schedules
34 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy
35 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Portfolio Managers’ Biographies
36 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Schedule of Composite Performance
37 For financial professional or qualified institutional investor use only. Not for inspection by, distribution or quotation to, the general public. Voya Large Cap Growth Strategy Principal Risks The principal risks are generally those attributable to stock investing generally. Holdings are subject to market, issuer, and other risks, and their values may fluctuate. Market risk is the risk that securities may decline in value due to factors affecting the securities markets or particular industries. Issuer risk is the risk that the value of a security may decline for reasons specific to the issuer, such as changes in its financial condition. More particularly, growth-oriented stocks typically sell at higher valuations than other stocks. If a growth-oriented stock does not exhibit the level of growth expected, its price may drop sharply. Additionally, growth-oriented stocks have been more volatile than value-oriented stocks.