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Morningstar

Voya Index Solution 2040 Port I IDXLX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 17.32  /  −0.92 %
  • Total Assets 942.3 Mil
  • Adj. Expense Ratio
    0.250%
  • Expense Ratio 0.250%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.65%
  • Turnover 126%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:08 AM GMT+0

Morningstar’s Analysis IDXLX

Will IDXLX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IDXLX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IDXLX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IDXLX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Upcoming manager changes do not impact our view of this target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

The Voya Index Solution series employs an active approach to asset allocation with appropriate risk controls. The lower-cost share classes earn a Morningstar Medalist Rating of Bronze, while the more-expensive ones are rated Neutral.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IDXLX

More IDXLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

VOYA VACS Index Series I Portfolio

21.32 202.5 Mil
—

WisdomTree Voya Yld Enh USD Unvsl Bd Fd

8.94 84.9 Mil
—

Voya VACS Index MC

5.06 48.0 Mil
—

VOYA VACS Index Series EM Portfolio

4.06 38.6 Mil
—

VOYA VACS Index Series SC Portfolio

3.92 37.3 Mil
—

Voya US Bond Index Port I

3.17 30.1 Mil
—

Xtrackers USD High Yield Corp Bd ETF

1.92 18.2 Mil
—

Vanguard Long-Term Treasury ETF

1.83 17.4 Mil
—

Bank Of Ny Cash Reserve

0.16 1.5 Mil
Cash and Equivalents