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Morningstar

Voya Retirement Moderate Port I IRMIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.84  /  0.72 %
  • Total Assets 749.3 Mil
  • Adj. Expense Ratio
    0.280%
  • Expense Ratio 0.600%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.21%
  • Turnover 26%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:08 AM GMT+00:00

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.

Summary

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Voya Retirement Moderate Port I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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