Voya Index Solution 2060 Portfolio Z (VSZIX)
19.31
+0.16
(+0.84%)
USD |
Nov 26 2025
Key Stats
Customize
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| 0.16% | 667.80M | -- | 22.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| 19.89M | 16.46% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks total return consistent with an asset allocation targeted at retirement in approximately 2060. The Underlying Funds invest in US stocks, international stocks, US bonds, and other debt instruments and the Fund uses an asset allocation strategy designed for investors expecting to retire around the year 2060. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Voya |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
86
-35.89M
Peer Group Low
369.79M
Peer Group High
1 Year
% Rank:
56
19.89M
-140.02M
Peer Group Low
3.376B
Peer Group High
3 Months
% Rank:
72
-81.48M
Peer Group Low
755.66M
Peer Group High
3 Years
% Rank:
36
-61.44M
Peer Group Low
10.82B
Peer Group High
6 Months
% Rank:
56
-137.42M
Peer Group Low
1.687B
Peer Group High
5 Years
% Rank:
37
-14.08M
Peer Group Low
11.55B
Peer Group High
YTD
% Rank:
60
-141.13M
Peer Group Low
2.863B
Peer Group High
10 Years
% Rank:
41
161335.0
Peer Group Low
15.56B
Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of November 27, 2025.
Asset Allocation
As of September 30, 2025.
| Type | % Net |
|---|---|
| Cash | -0.43% |
| Stock | 93.89% |
| Bond | 4.65% |
| Convertible | 0.00% |
| Preferred | 0.19% |
| Other | 1.70% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Voya VACS Index Series S Portfolio | 55.45% | 16.20 | 0.68% |
| Voya VACS Index Series I Portfolio | 24.47% | 13.57 | 1.12% |
| Voya VACS Index Series EM Portfolio | 6.70% | 14.54 | 0.97% |
| Voya VACS Index Series MC Portfolio | 5.84% | 13.05 | 0.77% |
| Voya VACS Index Series SC Portfolio | 3.10% | 11.55 | 0.79% |
| WisdomTree Voya Yield Enhanced USD Unvrsl Bd Fund | 2.40% | 49.45 | 0.17% |
|
5YR T NOTE DEC25
|
2.40% | -- | -- |
| Voya VP US Bond Index Portfolio I | 0.99% | 9.25 | 0.11% |
| Vanguard Long-Term Treasury Index Fund ETF | 0.99% | 57.66 | 0.35% |
|
Bank Of New York Cash Reserve
|
0.13% | -- | -- |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | -- |
| Actual Management Fee | -- |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product |
|
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 0.00 None |
| Minimum Subsequent Investment | 0.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks total return consistent with an asset allocation targeted at retirement in approximately 2060. The Underlying Funds invest in US stocks, international stocks, US bonds, and other debt instruments and the Fund uses an asset allocation strategy designed for investors expecting to retire around the year 2060. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2060 |
| Peer Group | Mixed-Asset Target 2060 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Voya |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM (11-25-25) | 1.56% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | 13 |
| Stock | |
| Weighted Average PE Ratio | 30.80 |
| Weighted Average Price to Sales Ratio | 7.301 |
| Weighted Average Price to Book Ratio | 8.932 |
| Weighted Median ROE | 58.63% |
| Weighted Median ROA | 12.85% |
| ROI (TTM) | 19.31% |
| Return on Investment (TTM) | 19.31% |
| Earning Yield | 0.0438 |
| LT Debt / Shareholders Equity | 0.9608 |
| Number of Equity Holdings | 0 |
As of September 30, 2025
Growth Metrics
| EPS Growth (1Y) | 24.14% |
| EPS Growth (3Y) | 15.02% |
| EPS Growth (5Y) | 18.43% |
| Sales Growth (1Y) | 13.59% |
| Sales Growth (3Y) | 12.38% |
| Sales Growth (5Y) | 13.00% |
| Sales per Share Growth (1Y) | 20.65% |
| Sales per Share Growth (3Y) | 12.93% |
| Operating Cash Flow - Growth Rate (3Y) | 16.01% |
As of September 30, 2025
Fund Details
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:VSZIX", "name") |
| Broad Asset Class: =YCI("M:VSZIX", "broad_asset_class") |
| Broad Category: =YCI("M:VSZIX", "broad_category_group") |
| Prospectus Objective: =YCI("M:VSZIX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |