Voya Index Solution Income Portfolio Z (VSZJX)
10.32
-0.04
(-0.39%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide a combination of total return and stability of principal consistent with an asset allocation targeted to retirement. The Portfolio invests in a combination of Underlying Funds which are based on fixed-income investments using asset allocation strategies. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset USD Conservative |
| Peer Group | Mixed-Asset Target Alloc Consv Funds |
| Global Macro | Mixed Asset HC Conservative |
| US Macro | Mixed-Assets Target Allocation Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Income Funds |
| Fund Owner Firm Name | Voya |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
% Rank:
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Peer Group Low
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Peer Group High
1 Year
% Rank:
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Peer Group High
3 Months
% Rank:
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Peer Group Low
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group Low
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Peer Group High
5 Years
% Rank:
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Peer Group Low
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Peer Group High
YTD
% Rank:
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Peer Group Low
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Peer Group High
10 Years
% Rank:
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Peer Group Low
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 0.84% |
| Stock | 32.17% |
| Bond | 66.75% |
| Convertible | 0.00% |
| Preferred | 0.08% |
| Other | 0.17% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| WisdomTree Voya Yield Enhanced USD Unvrsl Bd Fund | 37.40% | 48.78 | -0.20% |
| Voya VACS Index Series S Portfolio | 19.37% | 14.35 | -1.24% |
| Schwab US TIPS ETF | 10.10% | 26.58 | -0.41% |
| Voya Short Duration Bond Fd R6 | 9.15% | 9.38 | 0.00% |
| Voya VACS Index Series I Portfolio | 7.45% | 12.00 | 0.33% |
| Voya VP US Bond Index Portfolio I | 4.63% | 9.12 | -0.33% |
| Xtrackers USD High Yld Corporate Bd ETF | 4.04% | 36.40 | -0.15% |
| Voya VACS Index Series EM Portfolio | 2.97% | 11.57 | 0.61% |
| Voya VACS Index Series MC Portfolio | 2.83% | 12.16 | -1.46% |
| Vanguard Long-Term Treasury Index Fund ETF | 1.99% | 57.53 | -0.50% |
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 to provide a combination of total return and stability of principal consistent with an asset allocation targeted to retirement. The Portfolio invests in a combination of Underlying Funds which are based on fixed-income investments using asset allocation strategies. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Mixed Asset USD Conservative |
| Peer Group | Mixed-Asset Target Alloc Consv Funds |
| Global Macro | Mixed Asset HC Conservative |
| US Macro | Mixed-Assets Target Allocation Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Income Funds |
| Fund Owner Firm Name | Voya |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Growth Metrics
| EPS Growth (1Y) | 22.23% |
| EPS Growth (3Y) | 21.23% |
| EPS Growth (5Y) | 14.12% |
| Sales Growth (1Y) | 12.10% |
| Sales Growth (3Y) | 14.94% |
| Sales Growth (5Y) | 11.53% |
| Sales per Share Growth (1Y) | 14.72% |
| Sales per Share Growth (3Y) | 15.23% |
| Operating Cash Flow - Growth Ratge (3Y) | 14.76% |
As of December 31, 2024
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:VSZJX", "name") |
| Broad Asset Class: =YCI("M:VSZJX", "broad_asset_class") |
| Broad Category: =YCI("M:VSZJX", "broad_category_group") |
| Prospectus Objective: =YCI("M:VSZJX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |