The Voya Solution target-date series has an established leader in Paul Zemsky. But the team employs an overly active process, a comanager is retiring in mid-2022, and fees are high. The lower-cost share classes earn a Morningstar Analyst Rating of Neutral, while the more expensive ones are rated Negative.
Voya Solution 2045 Port S ISRSX
NAV / 1-Day Return
10.88
/
2.54
%
Total Assets
415.7 Mil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
1.000%
Expense Ratio
1.000%
Fee Level
High
Longest Manager Tenure
14.48
years
Category
Target-Date 2045
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ExtensiveStatus
Open
TTM Yield
2.07%
Turnover
42%
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will ISRSX 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 ISRSX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the ISRSX 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 ISRSX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Very active.
