Voya Solution Balanced Portfolio Class I

 (MUTF:ISGJX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.10%  
1 week   +0.11%
   
4 week   +1.06%
   
3 month   +3.59%
   
YTD   +1.38%
   
1 year   +12.21%
   
3 years*   +4.78%
   
5 years*   +8.19%
   
*annualized
Best 3 month return+24.09%  
Worst 3 month return-27.08%  

Morningstar statistics

Morningstar category: Allocation--50% to 70% Equity
  Return Risk Rating
3 years Average Above Average
5 years Average Above Average
10 years     -     - -
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets49.20M 
Front load-  
Deferred load-  
Expense ratio0.80%  
Management fee-  
Fund familyVoya 

Asset allocation

Cash3.97%  
Stocks63.13%  
Bonds30.12%  
Preferred0.16%  
Convertible0.02%  
Other2.60%  

Purchase information

Initial$0  
9.54+0.01(0.10%)
Jan 12, 7:00PM EST Overall Morningstar RatingTM

Description

The investment seeks to provide capital growth through a diversified asset allocation strategy. The Portfolio invests in a combination of underlying funds, which are actively managed funds or passively managed funds (index funds). The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the Portfolio uses an asset allocation strategy designed for investors saving for retirement. The Portfolio's current approximate target investment allocation (expressed as a percentage of its net assets) ("Target Allocation") among the underlying funds is: 65% in equity securities and 35% in debt instruments.
Fund filings (PDF) »
Asset managers:
Jody Hrazanek (Started: Dec 18, 2015)
Halvard Kvaale (Started: Aug 30, 2012)
Paul Zemsky (Started: Dec 31, 2007)
Advisor Company:
Directed Services LLC
Fund family reports on Morningstar »
Voya Investments, 7337 E. Doubletree Ranch Road, Scottsdale,AZ85258, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -2.12 0.18 0.22     -
Beta* 1.05 1.11 1.10     -
Mean annual return 0.56 0.38 0.70     -
R-squared* 94.46 95.05 96.30     -
Standard deviation 7.47 7.53 7.58     -
Sharpe ratio 0.86 0.58 1.09     -
* Against standard index

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