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Morningstar

Voya Solution 2035 Port ADV ISQAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.06  /  1.00 %
  • Total Assets 547.2 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 1.230%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 3.99%
  • Turnover 69%

USD | NAV as of May 27, 2023 | 1-Day Return as of May 27, 2023, 12:02 AM GMT+0

Morningstar’s Analysis ISQAX

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

People Pillar

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

Voya Solution Series’ Longtime Manager to Retire at Year’s End; Rating Is Under Review

null Ben Sater

Ben Sater

Analyst Note

On May 1, 2023, Voya Investment Management reported that Paul Zemsky, portfolio manager and CIO of the multi-asset strategies and solutions team, will retire from the firm at the end of 2023. As a result, Morningstar has placed the firm’s three target-date offerings managed by Zemsky, Voya Solution Series, Voya Target Solution Trust Series, and Voya Index Solution Series, under review as we evaluate the impact of his impending departure.

by Ben Sater
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISQAX

More ISQAX Holdings
  • Current Portfolio Date Apr 30, 2023
  • Equity Holdings 0
  • Bond Holdings 1
  • Other Holdings 21
  • % Assets in Top 10 Holdings 84.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

27.13
149,756,844
—

Voya Intermediate Bond R6

12.90
71,212,022
—

VY® T. Rowe Price Capital Apprec R6

10.00
55,217,902
—

Voya Multi-Manager Intl Factors I

7.02
38,732,469
—

Voya Multi-Manager International Eq I

6.03
33,258,800
—

Voya Multi-Manager Emerging Markets Eq I

5.89
32,524,541
—

Vanguard FTSE Developed Markets ETF

5.58
30,782,437
—

VY® BrandywineGLOBAL-Bond Port

3.95
21,801,769
—

VY® T. Rowe Price Growth Equity I

3.04
16,754,884
—

VY® Invesco Comstock I

2.99
16,513,608
—