The Voya Solution target-date series has an established leader in Paul Zemsky. But the process has a lot of moving parts, with an active asset-allocation approach combined with a mostly active underlying lineup. Fees are also relatively high. The lower-cost share classes earn a Morningstar Analyst Rating of Neutral, while the more-expensive ones are rated Negative.
- NAV / 1-Day Return 9.48 / 0.94 %
- Total Assets 452.6 Mil
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Adj. Expense Ratio
- Expense Ratio 1.450%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Target-Date 2045
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Extensive
- Status Open
- TTM Yield 3.50%
- Turnover 42%
Morningstar’s Analysis ISRTX
Will ISRTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.