Skip to Content
Morningstar

Voya Retirement Moderate Growth Port I IRGMX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.25  /  +0.79 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.68%
  • Turnover 17%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:00 AM GMT+0

Morningstar’s Analysis IRGMX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Retirement Moderate Growth Port I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IRGMX

More IRGMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

47.04 587.0 Mil
—

Voya US Bond Index Port I

26.94 336.1 Mil
—

Voya Short Term Bond R6

8.05 100.5 Mil
—

Voya International Index Port I

6.96 86.8 Mil
—

Voya Russell Mid Cap Index Port I

5.01 62.5 Mil
—

Voya High Yield Bond R6

2.01 25.1 Mil
—

Voya Emerging Markets Index Port I

2.01 25.0 Mil
—

Voya Russell Large Cap Growth Idx Port I

1.99 24.9 Mil
—

Bank Of Ny Cash Reserve

0.00 1,097
Cash and Equivalents