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Voya Target Retirement 2060 R (VRROX)

12.31 0.00 (0.00%)
As of 8:05 AM EDT. Market Open.

Fund Summary

The fund invests primarily in a combination of underlying funds, which are actively managed funds or passively managed funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the fund uses an asset allocation strategy designed for investors expecting to retire around the year 2060. The fund's current approximate target investment allocation among the underlying funds is as follows: 95% in equity securities and 5% in debt instruments.

Voya Target Retirement 2060 R

Scottsdale, AZ 85258-2034
7337 East Doubletree Ranch Road

Fund Overview

Category Target-Date 2060+
Fund Family Voya
Net Assets 43.14M
YTD Return 7.40%
Yield 1.62%
Morningstar Rating
Inception Date Jun 01, 2018

Fund Operations

Last Dividend 0.21
Last Cap Gain -12.00
Holdings Turnover 105.00%
Average for Category --

Fees & Expenses

Expense VRROX Category Average
Annual Report Expense Ratio (net) 0.90% 0.39%
Prospectus Net Expense Ratio 0.90% --
Prospectus Gross Expense Ratio 1.13% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.29%
Max Deferred Sales Load -- 1.85%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Paul Zemsky, CFA, Portfolio Manager, and Chief Investment Officer of Voya IM's Multi-Asset Strategies. He joined Voya IM in 2005 as head of derivative strategies.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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