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Morningstar

Voya Retirement Conservative Port A IRCAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 8.02  /  +0.38 %
  • Total Assets 277.1 Mil
  • Adj. Expense Ratio
    0.870%
  • Expense Ratio 0.870%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.85%
  • Turnover 22%

USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 12:29 AM GMT+0

Morningstar’s Analysis IRCAX

Will IRCAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRCAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IRCAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IRCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Retirement Conservative Port A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings IRCAX

More IRCAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Bond Index Port I

53.02 148.0 Mil
—

Voya US Stock Index Port I

17.56 49.0 Mil
—

Voya Short Term Bond R6

13.94 38.9 Mil
—

Voya High Yield Bond R6

4.01 11.2 Mil
—

Schwab US TIPS ETF™

3.13 8.7 Mil
—

Voya International Index Port I

3.12 8.7 Mil
—

Vanguard Short-Term Bond ETF

3.12 8.7 Mil
—

Voya Russell Large Cap Value Idx Port I

2.06 5.7 Mil
—

Bank Of Ny Cash Reserve

0.05 134,680
Cash and Equivalents