AInvest Newsletter
Daily stocks & crypto headlines, free to your inbox
Voya's IGD Fund Underperforms Due to Portfolio Strategy.
ByAinvest
Tuesday, Oct 14, 2025 6:28 am ET1min read
The Voya Global Equity Dividend and Premium Opportunity Fund (NYSE:IGD) has underperformed due to its portfolio strategy, despite rising popularity of option ETFs. The fund has been investing in dividend-paying stocks, which may not be the best approach in current market conditions. As a result, investors should exercise caution when investing in IGD.
On October 9, 2025, Keefe, Bruyette & Woods maintained its Outperform recommendation for Voya Financial (NYSE:VOYA), with an analyst price forecast suggesting a 13.14% upside. The average one-year price target for Voya Financial is $84.35/share, representing an increase of 13.14% from its latest reported closing price of $74.56/share [1].Despite the positive outlook, fund sentiment towards Voya Financial is mixed. As of the latest data, 936 funds or institutions report positions in Voya Financial, representing an increase of 0.32% in the last quarter. The average portfolio weight of all funds dedicated to VOYA is 0.21%, up by 2.09% in the same period. However, the put/call ratio of VOYA is 1.30, indicating a bearish outlook [1].
Major shareholders have also shown varying levels of interest in Voya Financial. Price T Rowe Associates, for instance, holds 6,313K shares, representing a 6.55% ownership of the company, and has increased its portfolio allocation in VOYA by 7.08% over the last quarter. Conversely, Wellington Management Group Llp has decreased its holdings from 5,512K to 3,818K shares, representing a 44.37% decrease [1].
The Voya Global Equity Dividend and Premium Opportunity Fund (NYSE:IGD), which has been underperforming due to its focus on dividend-paying stocks, might not be the best investment choice in the current market conditions. Despite the rising popularity of option ETFs, the fund's strategy may not align with the current market trends.
Ainvest News articles are AI-generated using advanced large language model (LLM) technology designed to analyze and synthesize publicly available data and news. While AI tools assist in producing initial drafts and insights, all AI generated content published on Ainvest is subject to comprehensive human editorial review before publication. A designated human editor reviews, verifies, and approves each article for factual accuracy, coherence, and compliance with AInvest Fintech Inc’s editorial and disclosure standards.
Despite these review procedures, the information provided may still contain inaccuracies, incomplete data, or time sensitive references due to the inherent limitations of AI generated analysis and evolving changes. The material is provided strictly for informational and educational purposes and does not constitute personalized investment, legal, or financial advice. Readers should independently verify all facts, figures, and statements before making any decision based on this content.
AInvest Fintech Inc. its affiliates, and partners accept no liability or responsibility for any direct or consequential losses arising from reliance on this content. All articles and analyses are subject to revision, update, or removal without prior notice to maintain accuracy and integrity in our publications.
Comments
No comments yet