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Morningstar

Voya Index Solution 2055 Port ADV IISAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 14.69  /  0.14 %
  • Total Assets 723.8 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Target-Date 2055
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.52%
  • Turnover 34%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 12:45 AM GMT+0

Morningstar’s Analysis IISAX

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

People Pillar

The People Pillar is our evaluation of the IISAX 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 IISAX’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 IISAX

More IISAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya VACS Index S

53.51
363,100,406
—

VOYA VACS Index Series I Portfolio

21.56
146,289,566
—

VOYA VACS Index Series EM Portfolio

8.94
60,691,093
—

Voya VACS Index MC

5.93
40,241,514
—

VOYA VACS Index Series SC Portfolio

5.92
40,197,728
—

WisdomTree Voya Yld Enh USD Unvsl Bd Fd

2.92
19,796,938
—

Ultra US Treasury Bond Future Dec 23

1.78
12,106,125
Government

Voya US Bond Index Port I

1.14
7,717,957
—

Futca

0.16
1,086,650
Cash and Equivalents

Bank Of Ny Cash Reserve

0.07
477,968
Cash and Equivalents