Morningstar

Voya Target Retirement 2030 Fund Class R6 VTRFX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $15.04  /  −0.33 %
  • Fund Size $205.6M
  • Adjusted Expense Ratio 0.250%
  • Net Expense Ratio 0.090%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Large
  • Morningstar Category Target-Date 2030
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.39%
  • Turnover Ratio 43%
NAV and 1-Day Return as of

Morningstar’s Analysis VTRFX

Will VTRFX outperform in the 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 VTRFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Target Retirement 2030 R6 holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings VTRFX

More VTRFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 92.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity 500 Index

35.02 71M
—

Voya Intermediate Bond R6

17.81 36M
—

Vanguard FTSE Developed Markets ETF

10.32 21M
—

iShares Core US Aggregate Bond ETF

8.72 18M
—

Voya Multi-Manager International Eq I

7.20 15M
—

Vanguard FTSE Emerging Markets ETF

2.97 6M
—

Vanguard Total International Bond ETF

2.95 6M
—

Schwab US TIPS ETF™

2.84 6M
—

Vanguard Long-Term Treasury ETF

2.78 6M
—

Voya Short Duration Bond R6

2.02 4M
—

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