Morningstar

Voya Index Solution 2040 Portfolio Class I IDXLX

Medalist Rating as of Jul 7, 2026 See Voya Investment Hub

Strategy

The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2040. Under normal circumstances, the Portfolio invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in a combination of passively managed index funds (collectively, the “underlying funds”). The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments, and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2040.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IDXMX	Voya Index Solution 2040 Portfolio Class S	No Load	Open			Oct 3, 2011	$20.84M	0.490%	Average	$0	−$974,856.27
IDXLX	Voya Index Solution 2040 Portfolio Class I	Institutional	Open			Oct 3, 2011	$27.21M	0.240%	Below Average	$0	$2.78M
VSZEX	Voya Index Solution 2040 Portfolio Class Z	Institutional	Open			May 1, 2015	$1.12B	0.160%	Low	$0	−$67.48M
IDXKX	Voya Index Solution 2040 Portfolio Class ADV	Level Load	Open			Oct 3, 2011	$35.16M	0.740%	Low	$0	−$1.57M
IDXNX	Voya Index Solution 2040 Portfolio Class S2	Level Load	Open			Oct 3, 2011	$9.96M	0.640%	Low	$0	−$380,426.98

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