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Morningstar

Voya Solution 2025 Port ADV ISZAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 8.27  /  0.12 %
  • Total Assets 423.2 Mil
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.50%
  • Turnover 53%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 11:44 PM GMT+0

Morningstar’s Analysis ISZAX

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

People Pillar

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

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.

by Ben Sater
Rated on Published on

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Portfolio Holdings ISZAX

More ISZAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 21
  • % Assets in Top 10 Holdings 79.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

20.58
93,649,611
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Voya US Stock Index Port I

15.65
71,239,015
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VY® T. Rowe Price Capital Apprec R6

10.00
45,516,665
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VY® BrandywineGLOBAL-Bond Port

6.86
31,219,227
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Voya Multi-Manager Intl Factors I

5.06
23,036,342
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Voya US High Dividend Low Volatility R6

5.01
22,817,861
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Schwab US TIPS ETF™

4.97
22,598,929
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Voya Multi-Manager International Eq I

4.09
18,609,529
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Voya Short Term Bond R6

3.90
17,758,575
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Vanguard FTSE Developed Markets ETF

3.64
16,573,097
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