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Morningstar

Voya Solution 2025 Port I ISZIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.99  /  +0.60 %
  • Total Assets 419.9 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.69%
  • Turnover 33%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:00 AM GMT+0

Morningstar’s Analysis ISZIX

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

  • People Pillar

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

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.

by Ben Sater
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISZIX

More ISZIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 83.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Intermediate Bond R6

23.22 98.0 Mil
—

Voya US Stock Index Port I

14.84 62.6 Mil
—

VY® T. Rowe Price Capital Apprec R6

9.99 42.2 Mil
—

Voya Multi-Manager International Eq I

8.78 37.1 Mil
—

Schwab US TIPS ETF™

6.69 28.2 Mil
—

VY® BrandywineGLOBAL-Bond Port

5.87 24.8 Mil
—

Voya Large Cap Value Port R6

4.01 16.9 Mil
—

Vanguard FTSE Developed Markets ETF

3.39 14.3 Mil
—

Voya Short Term Bond R6

3.25 13.7 Mil
—

Voya Global Bond R6

2.97 12.5 Mil
—