Morningstar

Voya Index Solution 2040 Portfolio Class S IDXMX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $22.73  /  −0.39 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.490%
  • Net Expense Ratio 0.330%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Target-Date 2040
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.06%
  • Turnover Ratio 25%
NAV and 1-Day Return as of

Morningstar’s Analysis IDXMX

Will IDXMX outperform in the 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 IDXMX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IDXMX 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 IDXMX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The strongest of the Voya Solution target-date options.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Voya Index Solution Portfolios earns Average People and Process ratings, like the rest of the Voya Solutions target-date lineup; this series uses the same framework, including a tactical asset allocation process with a spotty record. However, this series’ mostly passive structure gives it a clearer value proposition. Low costs and limited manager-selection risk have helped results.

by David Reyna
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Portfolio Holdings IDXMX

More IDXMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 102.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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