About ISGJX
Voya Solution Balanced Portfolio is a mutual fund that seeks to provide capital growth through a diversified asset allocation strategy tailored for investors saving for retirement. It invests in a combination of underlying funds, including actively managed funds and passively managed index funds, which hold U.S. stocks, international stocks, U.S. bonds, and other fixed-income investments. This balanced approach emphasizes a mix of equity and fixed-income assets, with significant allocations to U.S. large blend stocks, core fixed income, and intermediate bonds, alongside exposure to large growth and value stocks, short duration bonds, international equities, and emerging markets. As one of Voya's four Risk-Based Solution Portfolios, it helps participants select an option matching their individual risk profile, promoting regular risk assessments to maintain suitable diversification as retirement approaches. Managed by Voya Investment Management and headquartered in Scottsdale, Arizona, the portfolio pays dividends semi-annually and supports long-term retirement planning within variable annuities and group annuities.
Fund Family Voya
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ISGJX
Share Class Class I
Index S&P Target Risk Growth TR
ISGJX had a total return of 9.87% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.93%.
