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.
Voya Solution Income Port T ISWTX
- NAV / 1-Day Return 10.97 / 0.00
- Total Assets 172.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.380%
- 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 2.03%
- Turnover 35%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0
Morningstar’s Analysis ISWTX
Will ISWTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Voya Intermediate Bond R6 | 23.57 | 41.7 Mil | — |
VY® BrandywineGLOBAL-Bond Port | 11.69 | 20.7 Mil | — |
VY® T. Rowe Price Capital Apprec R6 | 10.14 | 17.9 Mil | — |
Schwab US TIPS ETF™ | 10.04 | 17.8 Mil | — |
Voya Short Term Bond R6 | 8.93 | 15.8 Mil | — |
Voya US High Dividend Low Volatility R6 | 6.10 | 10.8 Mil | — |
Voya High Yield Bond R6 | 3.98 | 7.0 Mil | — |
Voya Russell Large Cap Growth Idx Port I | 3.62 | 6.4 Mil | — |
Voya Global Bond R6 | 2.96 | 5.2 Mil | — |
VY® T. Rowe Price Growth Equity I | 2.60 | 4.6 Mil | — |