Nasdaq - Delayed Quote USD

Voya Target Retirement 2040 A (VTRJX)

15.04
-0.09
(-0.59%)
At close: 8:01:26 PM EST

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
  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Protected Investors of America
  • Comerica Bank
  • E TRADE Financial
  • H&R Block Financial Advisors Inc
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • EP Fee Small
  • Shareholders Services Group
  • JPMorgan
  • Merrill Lynch
  • T. Rowe Price
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • DATALynx
  • Ameriprise Brokerage
  • Federated TrustConnect
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Ameriprise SPS Advantage
  • Mony Securities Corp
  • SunAmerica Securities Premier / Pinnacle
  • Vanguard NTF
  • ETrade No Load Fee
  • SunGard Transaction Network
  • Royal Alliance
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • FTJ FundChoice
  • Robert W. Baird & Co.
  • JPMorgan INVEST
  • WFA MF Advisory Updated 1.2.25
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • WR Hambrecht Co LLC
  • Sterne, Agee & Leach, Inc.,
  • EP Fee Large
  • ING Financial Ptnrs PAM and PRIME Approv
  • Firstrade
  • Scottrade TF
  • Standard Retirement Services, Inc.
  • Diversified 401(k)
  • Sun Life CPS
  • Sun Life Recordkeeper Plus
  • Principal Advantage
  • TIAA-CREF Brokerage Services
  • Thrivent – Advisory Eligible
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Nationwide Retirement Clear Adva
  • ING Financial Advisers - SAS Funds
  • NYLIM 401(k) Complete
  • Hartford RK Plus
  • Hartford CPS
  • Met Life Resources MFSP Alliance List
  • ADP Access
  • Mid Atlantic Capital Group
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • WFA Fdntl Choice/PIM Updated 1.2.25
  • ADP Access Open Fund Architecture
  • ADP Access Tier 0
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • H Beck Inc.
  • ING Financial Partners Inc.
  • Securities America Inc.
  • Morgan Stanley Portfolio Management
  • Nationwide Retirement Flexible Advantage
  • Merrill Edge
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • Cetera Financial Specialists LLC- Premier
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • ADP Access IPS Z
  • Lincoln Investment Planning
  • Pershing Retirement Plan Network
  • Ameriprise SPS Advisor
  • HD Vest
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access Tier 0
  • LPL Brokerage Availability - November 2024
  • Thrivent – Retail Eligible
  • Pruco Securities LLC -PruChoice Mutual Funds
  • Pruco Securities LLC -PruUMA’s Mutual Funds
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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: 74% in equity securities and 26% in debt instruments.

Fund Overview

Category Target-Date 2040
Fund Family Voya
Net Assets 116.23M
YTD Return 13.39%
Yield 2.00%
Morningstar Rating
Inception Date Dec 20, 2012

Performance & Risk

YTD Return 3.28%
5y Average Return 8.85%
Rank in Category (ytd) 19
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.20
Morningstar Risk Rating

Related Tickers

NEEIX Needham Growth Institutional
65.38
0.00%
 
TEGYX Touchstone Mid Cap Growth Y
43.55
0.00%
 
INPSX ProFunds Internet UltraSector Svc
39.59
+0.87%
 
INPIX ProFunds Internet UltraSector Inv
62.25
+0.86%
 
BDAUX Baron Durable Advantage Fund
29.90
0.00%
 
VEIPX Vanguard Equity Income Fund
43.80
-0.59%
 
FIJYX Fidelity Advisor Biotechnology Z
30.23
+0.63%
 
FBTTX Fidelity Advisor Biotechnology Fund
24.98
+0.60%
 
FBTIX Fidelity Advisor Biotechnology Fund
30.17
+0.60%
 
GSKPX Goldman Sachs Tax-Advntgd Gbl Eq P
25.68
+0.59%
 
TRGGX Goldman Sachs Tax-Advntgd Gbl Eq R6
25.68
+0.59%
 
FBTAX Fidelity Advisor Biotechnology Fund
27.46
+0.59%
 
NCSRX Nuveen High Yield Income R6
18.11
+0.58%
 
TIGGX Goldman Sachs Tax-Advntgd Gbl Eq Instl
26.06
+0.58%
 
NCOIX Nuveen High Yield Income I
18.02
+0.57%
 
RAIIX Manning & Napier Rainier Intl Discv I
23.47
-0.47%
 
TAGGX Goldman Sachs Tax-Advntgd Gbl Eq A
25.83
+0.54%
 
WAYEX Waycross Managed Risk Equity Fund
17.17
0.00%
 
EGIIX Eaton Vance Greater India I
40.15
+0.53%
 
RISAX Manning & Napier Rainier Intl Discv S
23.03
-0.48%
 
NSRIX Northern Global Sustainability Index Fund
23.21
-0.77%
 
NSRKX Northern Global Sustainability Index Fund
23.23
-0.73%
 
NPSFX Nuveen Preferred Secs & Inc R6
15.64
+0.43%
 
GBATX GMO Strategic Opportunities Allc III
16.89
-0.53%
 
IRSVX Voya Target Retirement 2055 I
14.93
-0.67%
 
IRSOX Voya Target Retirement 2040 I
15.13
-0.59%
 
IRSQX Voya Target Retirement 2050 I
15.42
-0.64%
 
FTGMX Franklin Growth Allocation R6
20.87
-0.52%
 
NPSRX Nuveen Preferred Secs & Inc I
15.60
+0.36%
 
LSHAX Kinetics Spin-Off and Corp Rest Adv A
36.22
+0.25%
 
LSHUX Kinetics Spin-Off and Corp Rest Instl
36.49
+0.25%
 
FGKMX Fidelity Advisor Communication ServicesZ
122.11
+0.24%
 
LSHEX Kinetics Spin-Off and Corp Rest No Load
38.27
+0.24%
 
FGJMX Fidelity Advisor Communication ServicesI
121.36
+0.23%
 
FBMPX Fidelity Select Communication Services Portfolio
121.45
+0.23%
 
FGEMX Fidelity Advisor Communication ServicesM
118.01
+0.23%
 
FGHMX Fidelity Advisor Communication ServicesC
114.53
+0.23%
 
FGDMX Fidelity Advisor Communication ServicesA
119.58
+0.23%
 
LSHCX Kinetics Spin-Off and Corp Rest Adv C
32.54
+0.22%
 
NWQIX Nuveen Flexible Income I
18.86
+0.22%
 
GQGPX GQG Partners Emerging Markets Equity Inv
16.46
+0.18%
 
GQGIX GQG Partners Emerging Markets EquityInst
16.55
+0.18%
 
GQGRX GQG Partners Emerging Markets Equity R6
16.56
+0.18%
 
BPTUX Baron Partners R6
224.45
+0.16%
 
BPTRX Baron Partners Retail
214.95
+0.15%
 
BPTIX Baron Partners Institutional
224.49
+0.15%
 
KTCAX DWS Science and Technology A
40.27
+0.15%
 
KTCSX DWS Science and Technology S
41.94
+0.14%
 
VTIFX Vanguard Total Intl Bd Idx Institutional
29.44
+0.14%
 
UPAAX Upright Assets Allocation Plus
15.24
+0.13%
 
HFSAX Hundredfold Select Alternative Inv
23.69
-0.17%
 
KTCIX DWS Science and Technology Inst
48.15
+0.12%
 
VTAPX Vanguard Shrt-Term Infl-Prot Sec Idx Adm
24.50
+0.12%
 
VTSPX Vanguard Shrt-Term Infl-Prot Sec Idx Ins
24.52
+0.12%
 
TSNIX T. Rowe Price Science & Tech I
52.35
+0.11%
 
MOJOX Donoghue Forlines Momentum I
15.24
+0.07%
 
CDSIX Calvert Short Duration Income Fund
15.76
0.00%
 
CDSRX Calvert Short Duration Income R6
15.76
0.00%
 
VWSUX Vanguard Ultra Short-Term Tx-Ex Adm
15.79
0.00%
 
VWSTX Vanguard Ultra Short-Term Tx-Ex
15.79
0.00%
 
HMECX NexPoint Merger Arbitrage C
18.88
0.00%
 
MWFEX Metropolitan West Funds - Flexible Income Fund
38.33
+0.05%
 
HMEAX NexPoint Merger Arbitrage A
19.46
0.00%
 
HMEZX NexPoint Merger Arbitrage Z
19.87
0.00%
 
PRMTX T. Rowe Price Comm & Tech Investor
162.77
+0.05%
 
TTMIX T. Rowe Price Comm & Tech I
163.55
+0.05%
 
GILPX Guggenheim Limited Duration P
24.44
0.00%
 
GIKRX Guggenheim Limited Duration R6
24.44
0.00%
 
GILHX Guggenheim Limited Duration Instl
24.45
0.00%
 
GILDX Guggenheim Limited Duration A
24.46
0.00%
 
TGVFX Touchstone Growth Opportunities A
51.72
0.00%
 
TGVYX Touchstone Growth Opportunities Y
55.50
0.00%
 
BTTRX American Century Zero Coupon 2025 Inv
112.70
+0.04%
 
TGVVX Touchstone Growth Opportunities Instl
57.03
0.00%
 
ACTVX American Century Zero Coupon 2025 Adv
105.49
+0.03%
 
AMFIX AAMA Income
23.93
0.00%
 
TEGAX Touchstone Mid Cap Growth A
40.53
+0.02%
 
TEGIX Touchstone Mid Cap Growth Inst
44.44
+0.02%
 
TFGRX Touchstone Mid Cap Growth R6
44.64
+0.02%
 
NFRAX Nuveen Floating Rate Income A
18.20
+0.63%
 
RFRFX Columbia Floating Rate Inst2
33.76
0.00%
 
CFRZX Columbia Floating Rate Inst
33.58
0.00%
 
CVSOX Calamos Market Neutral Income R6
15.04
0.00%
 
MAIPX MAI Managed Volatility Fund
15.44
0.00%
 
DIVPX MAI Managed Volatility Fund
16.29
0.00%
 
GMOLX GMO Opportunistic Income Fund
24.14
-0.04%
 
CSDAX Calvert Short Duration Income A
15.65
0.00%
 
CVSCX Calamos Market Neutral Income C
15.31
0.00%
 
NFRFX Nuveen Floating Rate Income R6
18.30
+0.66%
 
NFRIX Nuveen Floating Rate Income I
18.22
+0.65%
 
GAAAX GMO Opportunistic Income R6
24.10
-0.03%
 
GIFIX Guggenheim Floating Rate Strats Instl
24.26
0.00%
 
GIFSX Guggenheim Floating Rate Strats R6
24.27
0.00%
 
NWKCX Nationwide Geneva Small Cap Gr R6
90.39
-0.01%
 
NWKDX Nationwide Geneva Small Cap Gr Instl Svc
89.01
-0.01%
 
NWHZX Nationwide Geneva Small Cap Gr A
84.27
-0.01%
 
BIOUX Baron Opportunity Fund
52.51
-0.02%
 
BIOIX Baron Opportunity Fund
52.45
-0.02%
 
BIOPX Baron Opportunity Fund
48.97
-0.02%
 
GMODX GMO Opportunistic Income Fund
24.19
-0.03%