Voya Index Solution 2050 Portfolio Class S2 (IDXSX)
| Fund Assets | 933.79M |
| Expense Ratio | 0.68% |
| Min. Investment | $0.00 |
| Turnover | 22.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 21.58 |
| YTD Return | 10.16% |
| 1-Year Return | 13.22% |
| 5-Year Return | 68.98% |
| 52-Week Low | 17.38 |
| 52-Week High | 21.93 |
| Beta (5Y) | 0.94 |
| Holdings | 12 |
| Inception Date | n/a |
About IDXSX
Voya Index Solution 2050 Portfolio S2 is a target date mutual fund specifically designed to support investors aiming to retire around the years 2048 to 2052. Its primary function is to provide a diversified investment approach that automatically adjusts its asset allocation over time, shifting from a higher exposure to equities in earlier years toward more conservative investments as the target retirement date approaches. The portfolio invests in a collection of passively managed funds that track global market indices, facilitating broad market exposure and efficient diversification across multiple asset classes. With the goal of maximizing total return before the target date and then emphasizing both returns and principal stability thereafter, it serves as a streamlined retirement planning solution for long-term investors. By evolving its risk profile over time and incorporating annual rebalancing, Voya Index Solution 2050 Portfolio S2 plays an important role as a qualified default investment alternative for employer-sponsored retirement plans, catering especially to individuals seeking a set-it-and-forget-it investment for retirement savings.
Performance
IDXSX had a total return of 13.22% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.52%.
Top 10 Holdings
99.89% of assets| Name | Symbol | Weight |
|---|---|---|
| Voya VACS Index Series Portfolio | VVIPX | 54.29% |
| Voya VACS Index Series Portfolio | VVIIX | 22.95% |
| Voya VACS Index Series Portfolio | VVIMX | 7.00% |
| VOYA VACS Index Series EM Portfolio | VVIEX | 6.52% |
| WisdomTree Voya Yield Enhanced USD Universal Bond Fund ETF | UNIY | 4.09% |
| Voya VACS Index Series Portfolio | VVICX | 2.96% |
| Voya U.S. Bond Index Portfolio Class I | ILBAX | 1.03% |
| Health Care Select Sector SPDR Fund | XLV | 1.03% |
| BOARD OF TRADE OF THE CITY OF CHICAGO, INC. - US 5YR NOTE (CBT) | FVM5 | 0.02% |
| BOARD OF TRADE OF THE CITY OF CHICAGO, INC. - US 2YR NOTE (CBT) | TUM5 | -0.00% |