Voya Solution 2015 Portfolio Class S

 (MUTF:ISOSX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.25%
   
1 week   +0.00%  
4 week   +0.00%  
3 month   +0.54%
   
YTD   +4.99%
   
1 year   +7.78%
   
3 years*   +8.94%
   
5 years*   +7.80%
   
*annualized
Best 3 month return+20.58%  
Worst 3 month return-24.55%  

Morningstar statistics

Morningstar category: Target Date 2011-2015
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years     -     - -
Overall Average Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets608.78M 
Front load-  
Deferred load-  
Expense ratio0.98%  
Management fee-  
Fund familyVoya 

Asset allocation

Cash5.45%  
Stocks42.26%  
Bonds50.76%  
Preferred0.13%  
Convertible0.01%  
Other1.39%  

Purchase information

Initial$0  
12.180.00(0.00%)
Sep 19, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2015. The Portfolio invests in a combination of underlying funds, which are actively managed funds or passively managed funds (index funds), that invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and it uses an asset allocation strategy designed for investors expecting to retire around the year 2015. The Portfolio's current approximate target investment allocations (expressed as a percentage of its net assets) among the underlying funds are as follows: 42% in equity securities; and 58% in debt instruments.
Fund filings (PDF) »
Asset managers:
Frank Van Etten (Started: Aug 30, 2013)
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, Hartford CT 06156-8962, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.21 -0.54 -0.74     -
Beta* 0.83 0.87 0.92     -
Mean annual return 0.98 0.73 0.73     -
R-squared* 94.42 96.74 97.13     -
Standard deviation 4.44 6.99 7.95     -
Sharpe ratio 2.64 1.25 1.09     -
* Against standard index

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