Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.74% 42.18M 2.45% 72.00%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-1.658M 9.83% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks a combination of total return and stability of principal through a diversified asset allocation strategy. The Portfolio invests in a combination of underlying funds, which are actively managed funds or passively managed funds (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 saving for retirement.
General
Security Type Mutual Fund
Oldest Share Symbol ISPRX
Equity Style Large Cap/Blend
Fixed Income Style Low Quality/Limited Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--30% to 50% Equity
Category Index Morningstar Mod Con Tgt Risk TR USD
Prospectus Objective Asset Allocation
Fund Owner Firm Name Voya
Prospectus Benchmark Index
S&P Target Risk Moderate TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Zemsky 13.85 yrs
Halvard Kvaale 9.18 yrs
Barbara Reinhard 2.09 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 46
-1.658M
-5.034B Category Low
988.95M Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of November 30, 2021

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
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As of December 02, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
5.74%
-0.09%
6.03%
10.68%
-4.05%
15.18%
11.61%
7.67%
13.69%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
23.49%
6.66%
-0.19%
6.58%
15.01%
-6.38%
19.76%
13.30%
11.29%
6.60%
-0.85%
6.31%
18.51%
-8.94%
22.91%
14.24%
14.06%
3.10%
-2.52%
4.15%
10.25%
-3.64%
12.93%
8.98%
6.22%
6.62%
-0.20%
5.69%
10.53%
-4.03%
14.82%
10.45%
7.23%
As of December 02, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-2-21) 2.45%
30-Day SEC Yield --
7-Day SEC Yield (8-9-21) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 21.26
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 4.03%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of September 30, 2021

Fund Details

Key Dates
Inception Date 5/2/2016
Last Annual Report Date 12/31/2020
Last Prospectus Date 5/1/2021
Share Classes
ISPGX Adv
ISPRX Inst
ISPSX S
ISPTX S
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds Yes
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

Asset Allocation

As of September 30, 2021.
Type % Net % Long % Short
Cash 1.54% Upgrade Upgrade
Stock 44.79% Upgrade Upgrade
Bond 51.91% Upgrade Upgrade
Convertible 1.36% Upgrade Upgrade
Preferred 0.27% Upgrade Upgrade
Other 0.14% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Voya Intermediate Bond R6 15.15% 10.29 -0.10%
Voya High Yield Bond R6 13.16% 7.93 0.00%
VY® BrandywineGLOBAL-Bond Port 12.19% 11.25 0.00%
VY® T. Rowe Price Capital Apprec R6 9.96% 32.38 0.90%
Voya US Stock Index Port I 9.82% 21.20 1.44%
Voya Short Term Bond R6 5.07% 9.88 -0.10%
Voya Global Bond R6 4.03% 9.24 0.00%
VY® T. Rowe Price Growth Equity I 3.90% 118.13 0.78%
Voya Multi-Manager Intl Factors I 3.45% 10.94 1.11%
Vanguard Value ETF 2.99% 139.70 -0.39%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product Yes
Available for Retirement Plan Yes
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks a combination of total return and stability of principal through a diversified asset allocation strategy. The Portfolio invests in a combination of underlying funds, which are actively managed funds or passively managed funds (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 saving for retirement.
General
Security Type Mutual Fund
Oldest Share Symbol ISPRX
Equity Style Large Cap/Blend
Fixed Income Style Low Quality/Limited Sensitivity
Broad Asset Class Allocation
Broad Category Allocation
Category Name Allocation--30% to 50% Equity
Category Index Morningstar Mod Con Tgt Risk TR USD
Prospectus Objective Asset Allocation
Fund Owner Firm Name Voya
Prospectus Benchmark Index
S&P Target Risk Moderate TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Paul Zemsky 13.85 yrs
Halvard Kvaale 9.18 yrs
Barbara Reinhard 2.09 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-2-21) 2.45%
30-Day SEC Yield --
7-Day SEC Yield (8-9-21) Upgrade
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 21.26
Weighted Average Price to Sales Ratio Upgrade
Weighted Average Price to Book Ratio Upgrade
Weighted Median ROE Upgrade
Weighted Median ROA Upgrade
Forecasted Dividend Yield Upgrade
Forecasted PE Ratio Upgrade
Forecasted Price to Sales Ratio Upgrade
Forecasted Price to Book Ratio Upgrade
Bond
Current Yield 4.03%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of September 30, 2021

Fund Details

Key Dates
Inception Date 5/2/2016
Last Annual Report Date 12/31/2020
Last Prospectus Date 5/1/2021
Share Classes
ISPGX Adv
ISPRX Inst
ISPSX S
ISPTX S
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds Yes
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No