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Morningstar

Voya Solution Balanced Port I ISGJX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.87  /  0.11 %
  • Total Assets 50.1 Mil
  • Adj. Expense Ratio
    0.300%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 4.14%
  • Turnover 50%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:56 AM GMT+00:00

Morningstar’s Analysis ISGJX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Solution Balanced Port I to a 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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