Morningstar

Voya Target Retirement 2055 Fund Class I IRSVX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $17.54  /  −1.18 %
  • Fund Size $154.8M
  • Adjusted Expense Ratio 0.400%
  • Net Expense Ratio 0.210%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Investment Status Open
  • TTM Yield 2.33%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis IRSVX

Will IRSVX outperform in the 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 IRSVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Target Retirement 2055 I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings IRSVX

More IRSVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 101.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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5 Year Treasury Note Future Dec 26

2.48 4M
Government

Voya MI Dynamic Small Cap R6

1.97 3M
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Voya Intermediate Bond R6

1.93 3M
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Voya Small Cap Growth R6

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