Voya Solution Income Portfolio Class I

 (MUTF:ISWIX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.26%  
1 week   +0.00%  
4 week   +0.54%
   
3 month   +3.10%
   
YTD   +5.42%
   
1 year   +6.96%
   
3 years*   +5.46%
   
5 years*   +6.25%
   
*annualized
Best 3 month return+14.34%  
Worst 3 month return-16.97%  

Morningstar statistics

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

Key statistics

Total assets550.44M 
Front load-  
Deferred load-  
Expense ratio0.68%  
Management fee-  
Fund familyVoya 

Asset allocation

Cash5.36%  
Stocks29.55%  
Bonds63.77%  
Preferred0.19%  
Convertible0.03%  
Other1.10%  

Purchase information

Initial$0  
11.45-0.03(-0.26%)
Aug 23, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks a combination of total return and stability of principal consistent with an asset allocation targeted to retirement. The fund invests in a combination of underlying funds, which are actively managed funds or passively managed funds (index funds). The Portfolio's current approximate target investment allocation (expressed as a percentage of its net assets) among the underlying funds is: 35% in equity securities and 65% 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* 0.58 1.47 0.67 0.27
Beta* 0.60 0.63 0.67 0.70
Mean annual return 0.28 0.42 0.43 0.41
R-squared* 98.14 90.96 91.98 93.14
Standard deviation 5.67 4.62 5.54 7.16
Sharpe ratio 0.55 1.07 0.91 0.56
* Against standard index

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