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Morningstar

Voya Solution Income Port S ISWSX

Morningstar Analyst Rating
Analyst rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.95  /  0.90 %
  • Total Assets 214.5 Mil
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.930%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Target-Date Retirement
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 4.16%
  • Turnover 35%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:11 AM GMT+00:00

Morningstar’s Analysis ISWSX

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

People Pillar

The People Pillar is our evaluation of the ISWSX 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 ISWSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Very active.

Associate Director

Summary

| by Patricia Oey

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.

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