Asset
Class/Investment Technique |
Voya
Floating
Rate
Fund |
Voya GNMA
Income
Fund |
Voya High
Yield
Bond
Fund |
Voya
Intermediate
Bond
Fund |
Voya
Short
Duration
High
Income
Fund |
Voya Short
Term
Bond
Fund |
Voya Strategic
Income
Opportunities Fund |
Equity
Securities |
|
|
|
|
|
|
|
Commodities |
|
|
|
|
X |
|
|
Common
Stocks |
X |
|
X |
X |
X |
X |
X |
Convertible
Securities |
X |
|
X |
X |
X |
X |
X |
Initial
Public Offerings |
X |
|
X |
X |
|
X |
X |
Master
Limited Partnerships |
|
|
|
|
X |
|
|
Other
Investment Companies and Pooled
Investment
Vehicles |
X |
X |
X |
X |
X |
X |
X |
Preferred
Stocks |
X |
|
X |
X |
X |
X |
X |
Private
Investments in Public Companies |
|
|
|
|
X |
|
|
Real
Estate Securities and Real Estate
Investment
Trusts |
X |
|
X |
X |
|
X |
X |
Small- and
Mid-Capitalization Issuers |
X |
|
X |
X |
X |
X |
X |
Special
Purpose Acquisition Companies |
|
|
|
|
|
|
|
Special
Situation Issuers |
|
|
|
|
|
|
|
Trust
Preferred Securities |
X |
|
X |
X |
|
X |
X |
Debt
Instruments |
|
|
|
|
|
|
|
Asset-Backed
Securities |
X |
|
X |
X |
|
X |
X |
Bank
Instruments |
X |
|
X |
X |
X |
X |
X |
Commercial
Paper |
X |
|
X |
X |
X |
X |
X |
Corporate
Debt Instruments |
X |
|
X |
X |
X |
X |
X |
Credit-Linked
Notes |
X |
|
X |
X |
|
X |
X |
Custodial
Receipts and Trust Certificates |
|
|
|
|
|
|
|
Delayed
Funding Loans and Revolving
Credit
Facilities |
|
|
|
|
|
|
|
Event-Linked
Bonds |
|
|
|
|
|
|
|
Floating
or Variable Rate Instruments |
X |
X |
X |
X |
X |
X |
X |
Guaranteed
Investment Contracts |
X |
|
X |
X |
|
X |
X |
High-Yield
Securities |
X |
|
X |
X |
X |
X |
X |
Inflation-Indexed
Bonds |
|
|
|
|
|
|
X |
Inverse
Floating Rate Securities |
|
|
|
|
|
|
X |
Mortgage-Related
Securities |
X |
X |
X |
X |
X |
X |
X |
Municipal
Securities |
X |
|
X |
X |
|
X |
X |
Senior and
Other Bank Loans |
X |
|
X |
X |
X |
X |
X |
U.S.
Government Securities and
Obligations |
X |
X |
X |
X |
X |
X |
X |
Zero-Coupon,
Deferred Interest and
Pay-in-Kind
Bonds |
X |
|
X |
X |
X |
X |
X |
Foreign
Investments |
|
|
|
|
|
|
|
Depositary
Receipts |
|
|
X |
X |
|
X |
X |
Emerging
Markets Investments |
X |
|
X |
X |
X |
X |
X |
Eurodollar
and Yankee Dollar Instruments |
|
|
X |
X |
|
X |
X |
Foreign
Currencies |
X |
|
X |
X |
X |
X |
X |
Sovereign
Debt |
X |
|
X |
X |
|
X |
X |
Supranational
Entities |
X |
|
X |
X |
|
X |
X |
Derivative
Instruments |
|
|
|
|
|
|
|
Asset
Class/Investment Technique |
Voya
Floating
Rate
Fund |
Voya GNMA
Income
Fund |
Voya High
Yield
Bond
Fund |
Voya
Intermediate
Bond
Fund |
Voya
Short
Duration
High
Income
Fund |
Voya Short
Term
Bond
Fund |
Voya Strategic
Income
Opportunities Fund |
Forward
Commitments |
X |
X |
X |
X |
|
X |
X |
Futures
Contracts |
X |
X |
X |
X |
X |
X |
X |
Hybrid
Instruments |
|
|
|
|
X |
|
|
Options |
X |
|
X |
X |
|
X |
X |
Participatory
Notes |
|
|
|
|
|
|
|
Rights
and Warrants |
X |
|
X |
X |
X |
X |
X |
Swap
Transactions and Options on Swap
Transactions |
X |
|
X |
X |
X |
X |
X |
Other
Investment Techniques |
|
|
|
|
|
|
|
Borrowing |
X |
X |
X |
X |
X |
X |
X |
Illiquid
Securities |
X |
|
X |
X |
X |
X |
X |
Participation
on Creditors' Committees |
|
|
|
|
|
|
|
Repurchase
Agreements |
X |
X |
X |
X |
X |
X |
X |
Restricted
Securities |
X |
|
X |
X |
X |
X |
X |
Reverse
Repurchase Agreements and
Dollar
Roll Transactions |
X |
X |
X |
X |
|
X |
X |
Securities
Lending |
X |
X |
X |
X |
X |
X |
X |
Short
Sales |
X |
|
X |
X |
|
X |
X |
To
Be Announced Sale Commitments |
X |
X |
X |
X |
|
X |
X |
When-Issued
Securities and Delayed
Delivery
Transactions |
X |
X |
X |
X |
- |
X |
X |
Name,
Address and
Year
of Birth |
Position(s)
Held
with
the Trust |
Term
of Office
and
Length
of
Time
Served1
|
Principal
Occupation(s)
During
the Past 5 Years |
Number
of
Funds
in
the
Fund
Complex
Overseen
by
Trustees2
|
Other
Board
Positions
Held
by
Trustees |
Independent
Trustees | |||||
Colleen
D. Baldwin
(1960) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Chairperson
Trustee |
January
2020 –
Present
November
2007 –
Present |
President,
Glantuam Partners,
LLC, a
business consulting firm
(January
2009 – Present). |
139 |
Stanley
Global Engineering (2020
–
Present). |
John
V. Boyer
(1953) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Trustee |
January
2005 –
Present |
Retired.
Formerly, President and
Chief
Executive Officer, Bechtler
Arts
Foundation, an arts and
education
foundation (January
2008 –
December 2019). |
139 |
None. |
Patricia
W. Chadwick
(1948) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Trustee |
January
2006 –
Present |
Consultant
and President,
Ravengate
Partners LLC, a
consulting
firm that provides
advice
regarding financial
markets and
the global economy
(January
2000 – Present). |
139 |
The
Royce Funds (22 funds)
(December
2009 – Present); and
AMICA Mutual
Insurance
Company
(1992 – Present). |
Martin
J. Gavin
(1950) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Trustee |
August
2015 –
Present |
Retired. |
139 |
None.
|
Name,
Address and
Year
of Birth |
Position(s)
Held
with
the Trust |
Term
of Office
and
Length
of
Time
Served1 |
Principal
Occupation(s)
During
the Past 5 Years |
Number
of
Funds
in
the
Fund
Complex
Overseen
by
Trustees2 |
Other
Board
Positions
Held
by
Trustees |
Joseph
E. Obermeyer
(1957) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Trustee |
May
2013 – Present |
President,
Obermeyer &
Associates,
Inc., a provider of
financial
and economic
consulting
services (November
1999 –
Present). |
139 |
None. |
Sheryl
K. Pressler
(1950) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Trustee |
January
2006 –
Present |
Consultant
(May 2001 –
Present). |
139 |
Centerra
Gold Inc. (May 2008 –
Present). |
Christopher
P.
Sullivan
(1954) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Trustee |
October
2015 –
Present |
Retired. |
139 |
None. |
Name,
Address and
Year
of Birth |
Position(s)
Held
with
the Trust |
Term
of Office and
Length
of Time Served1
|
Principal
Occupation(s) During the Past 5 Years |
Andy
Simonoff
(1973) 5780 Powers Ferry Road
NW
Atlanta,
Georgia
30327
|
President
and
Chief
Executive
Officer |
January
2023 – Present |
Director,
President, and Chief Executive Officer, Voya Funds Services, LLC,
Voya Capital,
LLC, and
Voya Investments, LLC (January 2023 – Present); Managing Director, Chief
Strategy and
Transformation Officer, Voya Investment Management (January 2020 –
Present).
Formerly, Managing Director, Head of Business Management, Voya Investment
Management
(March 2019 – January 2020); Managing Director, Head of Business
Management,
Fixed Income, Voya Investment Management (November 2015 – March
2019). |
Jonathan
Nash
(1967) 230 Park Avenue New
York, New York
10169
|
Executive
Vice
President
Chief
Investment
Risk
Officer |
March
2020 – Present |
Executive
Vice President and Chief Investment Risk Officer, Voya Investments, LLC
(March
2020 –
Present); Senior Vice President, Investment Risk Management, Voya
Investment
Management
(March 2017 – Present). Formerly, Vice President, Voya Investments, LLC
(September
2018 – March 2020). |
James
M. Fink
(1958) 5780 Powers Ferry Road
NW
Atlanta,
Georgia
30327
|
Executive
Vice
President |
March
2018 – Present |
Senior
Vice President, Voya Investments Distributor, LLC (April 2018 –
Present); Managing
Director,
Voya Investments, LLC, Voya Capital, LLC, and Voya Funds Services,
LLC (March
2018 –
Present); Chief Administrative Officer, Voya Investment Management
(September
2017 –
Present). |
Steven
Hartstein
(1963) 230 Park Avenue New
York, New York
10169
|
Chief
Compliance
Officer |
December
2022 –
Present |
Senior
Vice President, Voya Investment Management (December 2022 – Present).
Formerly,
Head of Funds Compliance, Brighthouse Financial, Inc.; and Chief
Compliance
Officer,
Brighthouse Funds and Brighthouse Investment Advisers, LLC (March 2017 –
December
2022). |
Todd
Modic
(1967) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President,
Chief/Principal
Financial
Officer
and
Assistant
Secretary |
March
2005 – Present |
Director
and Senior Vice President, Voya Capital, LLC and Voya Funds Services,
LLC
(September
2022 – Present); Director, Voya Investments, LLC (September 2022 –
Present);
Senior Vice President, Voya Investments, LLC (April 2005 – Present).
Formerly,
President,
Voya Funds Services, LLC (March 2018 – September
2022). |
Kimberly
A. Anderson
(1964) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President |
November
2003 –
Present |
Senior
Vice President, Voya Investments, LLC (September 2003 –
Present). |
Sara
M. Donaldson
(1959) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President |
June
2022 – Present |
Senior
Vice President, Voya Investments, LLC (February 2022 – Present); Senior
Vice
President,
Head of Active Ownership, Voya Investment Management (September 2021 –
Present). Formerly,
Vice President, Voya Investments, LLC (October 2015 – February
2022); Vice
President, Head of Proxy Voting, Voya Investment Management (October 2015
– August
2021).
|
Name,
Address and
Year of
Birth |
Position(s)
Held
with the
Trust |
Term of
Office and
Length of
Time Served1 |
Principal
Occupation(s) During the Past 5 Years |
Andrew
K. Schlueter
(1976) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President |
June 2022
– Present |
Senior
Vice President, Head of Investment Operations Support, Voya Investment
Management (April 2023 -
Present); Vice President, Voya Investments Distributor, LLC
(April 2018 - Present); Vice
President, Voya Investments, LLC and Voya Funds Services,
LLC (March 2018 - Present).
Formerly, Senior Vice President, Head of Mutual Fund
Operations, Voya Investment
Management (March 2022 - March 2023); Vice President,
Head of Mutual Fund
Operations, Voya Investment Management (February 2018 - February
2022). |
Joanne
F. Osberg
(1982) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Senior
Vice
President
Secretary |
March 2023
- Present
September 2020 –
Present |
Senior
Vice President and Secretary, Voya Investments, LLC, Voya Capital, LLC,
and
Voya Funds Services,
LLC and Senior Vice President and Chief Counsel, Voya Investment
Management – Mutual Fund
Legal Department (March 2023 – Present). Formerly,
Secretary, Voya Capital, LLC
(August 2022 – March 2023); Vice President and Secretary,
Voya Investments, LLC and
Voya Funds Services, LLC and Vice President and Senior
Counsel, Voya Investment
Management – Mutual Fund Legal Department (September 2020
– March 2023); Vice
President and Counsel, Voya Investment Management – Mutual Fund
Legal Department (January
2013 – September 2020). |
Robert
Terris
(1970) 5780 Powers Ferry Road
NW
Atlanta,
Georgia
30327
|
Senior
Vice
President |
May 2006 –
Present |
Senior
Vice President, Voya Investments Distributor, LLC (April 2018 –
Present); Senior
Vice President, Head of
Investment Services, Voya Investments, LLC (April 2018 –
Present); Senior Vice
President, Head of Investment Services, Voya Funds Services, LLC
(March 2006 –
Present). |
Fred
Bedoya
(1973) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President,
Principal
Accounting Officer
and
Treasurer |
September
2012 –
Present |
Vice
President, Voya Investments, LLC (October 2015 – Present); Vice President,
Voya Funds Services,
LLC (July 2012 – Present). |
Robyn
L. Ichilov
(1967) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President |
October
2000 – Present |
Vice
President Voya Investments, LLC (August 1997 – Present); Vice President,
Voya Funds
Services, LLC (November 1995
– Present). |
Jason
Kadavy
(1976) 7337 East Doubletree
Ranch
Road,
Suite 100
Scottsdale,
Arizona
85258-2034
|
Vice
President |