Morningstar

Voya Target Retirement 2055 Fund Class A VTRQX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $17.39  /  −1.14 %
  • Fund Size $154.8M
  • Adjusted Expense Ratio 0.580%
  • Net Expense Ratio 0.360%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Extensive
  • Investment Status Open
  • TTM Yield 2.01%
  • Turnover Ratio 35%
NAV and 1-Day Return as of

Morningstar’s Analysis VTRQX

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

  • People Pillar

    The People Pillar is our evaluation of the VTRQX 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 VTRQX’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 2055 A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VTRQX

More VTRQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 101.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fidelity 500 Index

54.88 85M
—

Vanguard FTSE Developed Markets ETF

17.51 27M
—

Voya Multi-Manager International Eq I

9.61 15M
—

Vanguard FTSE Emerging Markets ETF

4.35 7M
—

iShares Core S&P Mid-Cap ETF

4.34 7M
—

Voya VACS Series Eme

3.46 5M
—

5 Year Treasury Note Future Dec 26

2.48 4M
Government

Voya MI Dynamic Small Cap R6

1.97 3M
—

Voya Intermediate Bond R6

1.93 3M
—

Voya Small Cap Growth R6

0.92 1M
—

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