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Voya Target Retirement 2040 I (IRSOX)

14.87 +0.10 (+0.68%)
As of 8:05 AM EDT. Market Open.

Investment Information

Min Initial Investment
250,000
Min Initial Investment, IRA
2,500
Min Initial Investment, AIP
2,500
Min Subsequent Investment
250,000
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • TradeStation Securities
  • Edward Jones
  • RBC Wealth Management-Network Eligible
  • ING Adviser Plus
  • TIAA-CREF Brokerage Services
  • Thrivent – Advisory Eligible
  • ING (k)Choice
  • ING 401(k) Adv
  • TIAA-CREF NTF
  • Securities America Inc.

Fund Summary

The fund invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds. The underlying funds 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 2040. The fund's current approximate target investment allocation among the underlying funds is as follows: 77% in equity securities and 23% in debt instruments.

Fund Overview

Category Target-Date 2040
Fund Family Voya
Net Assets 112.54M
YTD Return 13.53%
Yield 1.87%
Morningstar Rating
Inception Date Dec 20, 2012

Performance & Risk

YTD Return 12.40%
5y Average Return 9.89%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.23
Morningstar Risk Rating

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