Advertisement
Skip to Content

Voya Solution Balanced Port I ISGJX

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%

Morningstar’s Analysis ISGJX

Will ISGJX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

|

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.

Unlock our full analysis with Morningstar Investor