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Morningstar

Voya Retirement Moderate Growth Port A IRMGX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.44  /  +0.77 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.27%
  • Turnover 17%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:56 PM GMT+0

Morningstar’s Analysis IRMGX

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

  • People Pillar

    The People Pillar is our evaluation of the IRMGX 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 IRMGX’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 A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IRMGX

More IRMGX 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