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Voya Target Retirement 2020 Fund Class I (IRSJX)

12.16 0.00 (0.00%)
At close: September 30 at 8:00 PM EDT
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DELL
  • Previous Close 12.16
  • YTD Return -0.17%
  • Expense Ratio 0.49%
  • Category Target-Date 2020
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 18.6M
  • Beta (5Y Monthly) 0.76
  • Yield 2.09%
  • 5y Average Return --
  • Holdings Turnover 128.00%
  • Last Dividend 0.25
  • Inception Date Dec 20, 2012

The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2020. The fund invests primarily 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 the fund uses an asset allocation strategy designed for investors expecting to retire around the year 2020. Its current approximate target investment allocation among the underlying funds is as follows: 44% in equity securities; and 56% in debt instruments.

Voya

Fund Family

Target-Date 2020

Fund Category

18.6M

Net Assets

2012-12-20

Inception Date

Performance Overview: IRSJX

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Trailing returns as of 6/30/2020. Category is Target-Date 2020.

YTD Return

IRSJX
0.17%
Category
5.78%
 

1-Year Return

IRSJX
4.26%
Category
18.91%
 

3-Year Return

IRSJX
5.38%
Category
9.48%
 

5-Year Return

IRSJX
5.23%
Category
8.82%
 

Holdings: IRSJX

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Top 10 Holdings (85.37% of Total Assets)

SymbolCompany% Assets
VPIBX
Voya Intermediate Bond P3 28.73%
VPSTX
Voya Short Term Bond P3 10.03%
TISPX
Nuveen S&P 500 Index R6 9.46%
AGG
iShares Core U.S. Aggregate Bond ETF 7.99%
VPLCX
Voya Large-Cap Growth P3 6.17%
TLT
iShares 20+ Year Treasury Bond ETF 5.56%
VPHYX
Voya High Yield Bond P3 4.93%
VSIOX
Voya Strategic Income Opportunities P3 4.49%
VHDPX
Voya Equity Trust - Voya U.S. High Dividend Low Volatility Fund 4.01%
IJR
iShares Core S&P Small-Cap ETF 4.00%

Sector Weightings

SectorIRSJX
Technology   20.68%
Healthcare   14.58%
Industrials   11.62%
Real Estate   4.20%
Utilities   3.30%
Energy   2.50%

Recent News: IRSJX

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Research Reports: IRSJX

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