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Morningstar

Voya Retirement Moderate Growth Port I IRGMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.24  /  0.10 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.270%
  • Expense Ratio 0.590%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.96%
  • Turnover 20%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:56 AM GMT+00:00

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.

Summary

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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 Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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