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Morningstar

Voya Retirement Moderate Port I IRMIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.80  /  +0.62 %
  • Total Assets 673.3 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.84%
  • Turnover 19%

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

Morningstar’s Analysis IRMIX

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

  • People Pillar

    The People Pillar is our evaluation of the IRMIX 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 IRMIX’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 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 second-lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings IRMIX

More IRMIX 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 Bond Index Port I

41.89 284.1 Mil
—

Voya US Stock Index Port I

29.01 196.7 Mil
—

Voya Short Term Bond R6

12.07 81.9 Mil
—

Voya International Index Port I

5.96 40.4 Mil
—

Voya High Yield Bond R6

4.02 27.3 Mil
—

Voya Russell Mid Cap Index Port I

3.01 20.4 Mil
—

Voya Emerging Markets Index Port I

2.01 13.6 Mil
—

Schwab US TIPS ETF™

2.00 13.5 Mil
—

Bank Of Ny Cash Reserve

0.04 295,323
Cash and Equivalents