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Voya Solution Balanced Port S ISGKX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.12  /  −0.55 %
  • Total Assets 56.6 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.51%
  • Turnover 37%

USD | NAV as of Jul 20, 2024 | 1-Day Return as of Jul 20, 2024, 12:25 AM GMT+0

Morningstar’s Analysis ISGKX

Will ISGKX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Voya Solution Balanced Port S to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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Portfolio Holdings ISGKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 88.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

24.98 13.5 Mil

Voya Intermediate Bond R6

18.20 9.8 Mil

VY® T. Rowe Price Capital Apprec R6

9.94 5.4 Mil

Voya Short Term Bond R6

7.87 4.3 Mil

VY® BrandywineGLOBAL-Bond Port

6.29 3.4 Mil

Voya Multi-Manager International Eq I

5.61 3.0 Mil

Voya Large Cap Value Port R6

5.13 2.8 Mil

Voya Russell Large Cap Growth Idx Port I

4.09 2.2 Mil

VY® T. Rowe Price Growth Equity I

3.03 1.6 Mil

Voya Multi-Manager Mid Cap Value I

3.02 1.6 Mil