Voya Index Solution 2055 Port Z (VSZHX)
| Fund Assets | 972.92M |
| Expense Ratio | 0.16% |
| Min. Investment | $0.00 |
| Turnover | 25.00% |
| Dividend (ttm) | 0.38 |
| Dividend Yield | 1.76% |
| Dividend Growth | 711.16% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Aug 4, 2025 |
| Previous Close | 21.54 |
| YTD Return | 14.03% |
| 1-Year Return | 15.56% |
| 5-Year Return | 73.65% |
| 52-Week Low | 16.77 |
| 52-Week High | 21.61 |
| Beta (5Y) | n/a |
| Holdings | 11 |
| Inception Date | n/a |
About VSZHX
Voya Index Solution 2055 Portfolio Class Z is a target-date mutual fund designed to support individuals planning to retire around the years 2053 to 2057. As part of a suite of diversified, passively managed portfolios, its primary function is to provide a dynamic asset allocation strategy that evolves over time, becoming increasingly conservative as the target retirement year approaches. The portfolio starts with a higher exposure to equities, including significant allocations to riskier equity classes such as emerging markets, aiming for maximum growth in the early stages. As the target date nears, it gradually shifts towards fixed income and other less volatile asset classes to help preserve accumulated wealth and manage risk in retirement. Notably, this fund invests primarily through index-tracking options, ensuring broad market exposure and efficient diversification across global markets. The fund is intended for long-term, retirement-focused investors seeking a single, automatically adjusting investment solution that aligns with a future retirement goal, making it a significant participant in the target-date fund category within retirement planning strategies.
Performance
VSZHX had a total return of 15.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.89%.
Top 10 Holdings
99.88% of assets| Name | Symbol | Weight |
|---|---|---|
| Voya VACS Index Series Portfolio | VVIPX | 56.10% |
| Voya VACS Index Series Portfolio | VVIIX | 23.91% |
| VOYA VACS Index Series EM Portfolio | VVIEX | 6.45% |
| Voya VACS Index Series Portfolio | VVIMX | 5.48% |
| Voya VACS Index Series Portfolio | VVICX | 3.03% |
| WisdomTree Voya Yield Enhanced USD Universal Bond Fund ETF | UNIY | 1.91% |
| Voya Russell Large Cap Growth Idx Port I | IRLNX | 1.03% |
| Vanguard Long-Term Treasury ETF | VGLT | 0.98% |
| Voya US Bond Index Port I | ILBAX | 0.97% |
| BOARD OF TRADE OF THE CITY OF CHICAGO, INC. - US 5YR NOTE (CBT) | FVU5 | 0.03% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Aug 4, 2025 | $0.378 | Aug 4, 2025 |
| Aug 2, 2024 | $0.0466 | Aug 5, 2024 |
| Aug 3, 2023 | $1.3465 | Aug 4, 2023 |
| Aug 3, 2022 | $2.0828 | Aug 4, 2022 |
| Aug 3, 2021 | $0.9621 | Aug 4, 2021 |
| Aug 4, 2020 | $0.7778 | Aug 5, 2020 |