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Voya Solution Income Port I ISWIX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.44  /  +0.19 %
  • Total Assets 172.7 Mil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.15%
  • Turnover 35%

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

Morningstar’s Analysis ISWIX

Will ISWIX outperform in future?

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

Upcoming manager changes do not impact our view of this target-date series.

Analyst Ben Sater

Ben Sater

Analyst

Summary

A standard approach paired with a cumbersome lineup earn the Voya Solution target-date series’ lowest-cost share class a Morningstar Medalist Rating of Neutral, while relatively high fees underpin the Negative rating across the series' more expensive shares.

Rated on Published on

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Portfolio Holdings ISWIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 83.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

23.71 40.3 Mil

VY® BrandywineGLOBAL-Bond Port

11.63 19.8 Mil

Schwab US TIPS ETF™

10.30 17.5 Mil

VY® T. Rowe Price Capital Apprec R6

10.04 17.1 Mil

Voya Short Term Bond R6

9.07 15.4 Mil

Voya US Stock Index Port I

4.53 7.7 Mil

Voya Large Cap Value Port R6

4.08 6.9 Mil

Voya High Yield Bond R6

4.06 6.9 Mil

Voya Multi-Manager International Eq I

3.00 5.1 Mil

Voya Global Bond R6

2.97 5.1 Mil