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Morningstar

Voya Retirement Conservative Port I IRCPX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 8.19  /  +0.37 %
  • Total Assets 277.1 Mil
  • Adj. Expense Ratio
    0.620%
  • Expense Ratio 0.620%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.08%
  • Turnover 22%

USD | NAV as of Jul 03, 2024 | 1-Day Return as of Jul 03, 2024, 12:32 AM GMT+0

Morningstar’s Analysis IRCPX

Will IRCPX 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 IRCPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IRCPX 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 IRCPX’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 I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings IRCPX

More IRCPX 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