Morningstar

Voya Solution Income Portfolio Class S2 IJKBX

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  • NAV / 1-Day Return $10.85  /  −0.18 %
  • Fund Size $450.0M
  • Adjusted Expense Ratio 1.080%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Target-Date Retirement
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.59%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis IJKBX

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

  • People Pillar

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

A capable target-date series.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Voya Solution target-date series’ team runs a coherent framework, but high fees, a crowded underlying fund lineup, and uneven active decisions dull conviction.

by David Reyna
Rated on Published on

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Portfolio Holdings IJKBX

More IJKBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

22.75 106M
—

VY® T. Rowe Price Capital Apprec R6

10.19 48M
—

Voya US Stock Index Port I

9.11 43M
—

VY® BrandywineGLOBAL-Bond Port

8.96 42M
—

Voya Short Duration Bond R6

8.01 37M
—

Voya Multi-Manager International Eq I

7.04 33M
—

Schwab US TIPS ETF™

6.73 31M
—

Vanguard FTSE Developed Markets ETF

4.21 20M
—

Voya High Yield Bond R6

4.02 19M
—

Voya Large Cap Value R6

3.14 15M
—

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