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Morningstar

Voya Solution Income Port ADV ISWAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.95  /  +0.61 %
  • Total Assets 172.4 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.74%
  • Turnover 35%

USD | NAV as of May 04, 2024 | 1-Day Return as of May 04, 2024, 12:09 AM GMT+0

Morningstar’s Analysis ISWAX

Will ISWAX 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 ISWAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISWAX 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 ISWAX’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

A standard approach paired with a cumbersome lineup earn the Voya Solution target-date series’ lowest-cost share class a Morningstar Medalist Rating of Neutral, while relatively high fees underpin the Negative rating across the series' more expensive shares.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISWAX

More ISWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

23.74 42.0 Mil
—

VY® BrandywineGLOBAL-Bond Port

11.81 20.9 Mil
—

Schwab US TIPS ETF™

10.07 17.8 Mil
—

VY® T. Rowe Price Capital Apprec R6

10.01 17.7 Mil
—

Voya Short Term Bond R6

8.89 15.7 Mil
—

Voya US Stock Index Port I

6.59 11.7 Mil
—

Voya Large Cap Value Port R6

4.11 7.3 Mil
—

Voya High Yield Bond R6

3.99 7.1 Mil
—

Voya Multi-Manager International Eq I

3.01 5.3 Mil
—

Voya Global Bond R6

2.98 5.3 Mil
—