Morningstar

Voya Solution 2030 Portfolio Class S ISNHX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $15.74  /  +0.32 %
  • Fund Size $77.5M
  • Adjusted Expense Ratio 0.970%
  • Net Expense Ratio 0.500%
  • Fee Level: Distribution High
  • Share Class Type No Load
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.91%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis ISNHX

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

  • People Pillar

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

A capable target-date series.

Senior Analyst David Reyna

David Reyna

Senior Analyst

Summary

Voya Solution target-date series’ team runs a coherent framework, but high fees, a crowded underlying fund lineup, and uneven active decisions dull conviction.

by David Reyna
Rated on Published on

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Portfolio Holdings ISNHX

More ISNHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

20.17 15M
—

Voya Intermediate Bond R6

17.70 14M
—

Voya Multi-Manager International Eq I

11.58 9M
—

VY® T. Rowe Price Capital Apprec R6

10.13 8M
—

Vanguard FTSE Developed Markets ETF

6.23 5M
—

VY® BrandywineGLOBAL-Bond Port

4.95 4M
—

Voya Large Cap Value R6

4.16 3M
—

Voya Russell Large Cap Growth Idx Port I

3.81 3M
—

Vanguard Total International Bond ETF

2.92 2M
—

Vanguard Long-Term Treasury ETF

2.87 2M
—

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