Morningstar

Voya Solution Income Portfolio Class ADV ISWAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 11.31  /  −0.26 %
  • Total Assets 475.8M
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 0.770%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.22%
  • Turnover 43%

USD | NAV as of Jul 20, 2026 | 1-Day Return as of Jul 20, 2026, 1:30 AM GMT+0

Morningstar’s Analysis ISWAX

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

  • People Pillar

    The People Pillar is our evaluation of the ISWAX 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 ISWAX’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 ISWAX

More ISWAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 84.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

23.49 114M
—

VY® T. Rowe Price Capital Apprec R6

10.07 49M
—

VY® BrandywineGLOBAL-Bond Port

8.82 43M
—

Voya US Stock Index Port I

8.30 40M
—

Voya Short Duration Bond R6

7.83 38M
—

Voya Multi-Manager International Eq I

7.10 34M
—

Schwab US TIPS ETF™

6.86 33M
—

Vanguard FTSE Developed Markets ETF

4.26 21M
—

Voya High Yield Bond R6

3.94 19M
—

Voya Russell Large Cap Growth Idx Port I

3.66 18M
—

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