Morningstar

Voya Retirement Conservative Portfolio Class ADV IRCAX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $7.46  /  −0.13 %
  • Fund Size $77.8M
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.560%
  • Fee Level: Distribution Low
  • Share Class Type Level Load
  • Morningstar Category Conservative Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 19%
NAV and 1-Day Return as of

Morningstar’s Analysis IRCAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Retirement Conservative Port ADV holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IRCAX

More IRCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Bond Index Port I

44.98 35M
—

Voya US Stock Index Port I

16.46 13M
—

Voya Short Duration Bond R6

12.54 10M
—

Vanguard Short-Term Bond ETF

6.53 5M
—

Voya High Yield Bond R6

4.00 3M
—

Voya International Index Port I

3.97 3M
—

Schwab US TIPS ETF™

3.01 2M
—

Voya Multi-Manager Emerging Markets Eq I

2.50 2M
—

Vanguard Long-Term Treasury ETF

1.99 2M
—

Voya Russell Small Cap Index Port I

1.99 2M
—

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