3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 61 Retirement Income Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 11.38 percent over the past year, 7.24 percent over the past three years, and 8.40 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.9%|
|3 Years (Annualized)||7.2%|
|5 Years (Annualized)||8.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide a combination of total return and stability of principal consistent with an asset allocation targeted to retirement. The Portfolio invests at least 80% of its net assets in a combination of underlying funds, which are passively managed index funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire soon or are already retired. The Portfolio's current approximate target investment allocations among the underlying funds are as follows: 35% of net assets in equities; and 65% in debts.
Fees are Average compared to funds in the same category.
Voya Index Solution Income Portfolio has an expense ratio of 0.11 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.