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Voya Solution Income Port ADV ISWAX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.38  /  +0.48 %
  • Total Assets 174.3 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date Retirement
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.64%
  • Turnover 35%

USD | NAV as of Jul 17, 2024 | 1-Day Return as of Jul 17, 2024, 12:16 AM GMT+0

Morningstar’s Analysis ISWAX

Will ISWAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A pricey target-date offering with a lot of moving parts.

Analyst Ben Sater

Ben Sater

Analyst

Summary

Voya Solution target-date series’ multi-asset team hasn’t proved it has an edge over peers, and its cumbersome lineup of underlying strategies continues to evolve under new leadership.

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Portfolio Holdings ISWAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

25.44 43.7 Mil

Schwab US TIPS ETF™

10.33 17.7 Mil

VY® T. Rowe Price Capital Apprec R6

10.04 17.3 Mil

VY® BrandywineGLOBAL-Bond Port

9.56 16.4 Mil

Voya Short Term Bond R6

8.94 15.4 Mil

Voya US Stock Index Port I

4.64 8.0 Mil

Voya Multi-Manager International Eq I

4.55 7.8 Mil

Voya Large Cap Value Port R6

4.14 7.1 Mil

Voya High Yield Bond R6

4.00 6.9 Mil

Vanguard FTSE Developed Markets ETF

3.19 5.5 Mil