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Morningstar

Voya Index Solution 2035 Port ADV ISEAX

Morningstar Analyst Rating
Analyst rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.58  /  0.94 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.42%
  • Turnover 38%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:11 AM GMT+00:00

Morningstar’s Analysis ISEAX

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

People Pillar

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

An active approach to asset allocation.

Associate Director

Summary

| by Patricia Oey

The Voya Index Solution Trust series employs an active approach to asset allocation with appropriate risk controls. The Z and institutional share classes earn a Morningstar Analyst Rating of Bronze. The more-expensive shares are rated Neutral.

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