Morningstar

Voya Index Solution 2050 Portfolio Class I IDXQX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $24.83  /  −1.08 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.260%
  • Net Expense Ratio 0.080%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2050
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.90%
  • Turnover Ratio 26%
NAV and 1-Day Return as of

Morningstar’s Analysis IDXQX

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

  • People Pillar

    The People Pillar is our evaluation of the IDXQX 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 IDXQX’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
Rated on Published on

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Portfolio Holdings IDXQX

More IDXQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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7.71 84M
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WisdomTree Voya Yld Enh USD Unvsl Bd Fd

2.95 32M
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5 Year Treasury Note Future Dec 26

2.46 27M
Government

Vanguard Long-Term Treasury ETF

0.94 10M
—

Voya US Bond Index Port I

0.91 10M
—

Bank Of Ny Cash Reserve

0.06 660,845
Cash and Equivalents

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