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Morningstar

Voya Solution 2040 Port T ISNOX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 14.52  /  0.00
  • Total Assets 41.1 Mil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 2.18%
  • Turnover 57%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ISNOX

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

  • People Pillar

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

Upcoming manager changes do not impact our view of this target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

A standard approach paired with a cumbersome lineup earn the Voya Solution target-date series’ lowest-cost share class a Morningstar Medalist Rating of Neutral, while relatively high fees underpin the Negative rating across the series' more expensive shares.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISNOX

More ISNOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

29.78 11.7 Mil
—

Voya Multi-Manager Intl Factors I

7.99 3.1 Mil
—

VY® T. Rowe Price Capital Apprec R6

7.46 2.9 Mil
—

Voya Multi-Manager International Eq I

6.96 2.7 Mil
—

Voya Intermediate Bond R6

6.78 2.7 Mil
—

Vanguard FTSE Developed Markets ETF

6.43 2.5 Mil
—

Voya Large Cap Value Port R6

4.25 1.7 Mil
—

Voya Multi-Manager Emerging Markets Eq I

4.08 1.6 Mil
—

Voya Russell Large Cap Growth Idx Port I

4.06 1.6 Mil
—

VY® T. Rowe Price Growth Equity I

3.31 1.3 Mil
—