Voya Target Retirement Fund Quote

VTREX Fund  USD 13.69  0.14  1.03%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 18

 
High
 
Low
Low
Voya Target is trading at 13.69 as of the 29th of November 2024; that is 1.03% up since the beginning of the trading day. The fund's open price was 13.55. Voya Target has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Voya Target Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of September 2024 and ending today, the 29th of November 2024. Click here to learn more.
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 2030. More on Voya Target Retirement

Voya Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Blend Funds, Target-Date 2030 Funds, Target-Date 2030, Voya, Large Blend, Target-Date 2030 (View all Sectors)
Update Date30th of September 2024
Voya Target Retirement [VTREX] is traded in USA and was established 29th of November 2024. Voya Target is listed under Voya category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of Voya family. This fund at this time has accumulated 11.11 M in net assets with no minimum investment requirementsVoya Target Retirement is currently producing year-to-date (YTD) return of 12.12% with the current yeild of 0.02%, while the total return for the last 3 years was 2.41%.
Check Voya Target Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Voya Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Voya Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Voya Target Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Voya Target Retirement Mutual Fund Constituents

VPMFXVoya Multi Manager InternationalMutual FundForeign Large Blend
VHDIXVoya High DividendMutual FundLarge Value
IVViShares Core SPEtfLarge Blend
VMIPXVoya Multi Manager InternationalMutual FundForeign Large Blend
TISPXTiaa Cref Sp 500Mutual FundLarge Blend
TCIEXTiaa Cref International EquityMutual FundForeign Large Blend
VPHYXVoya High YieldMutual FundHigh Yield Bond
VTVVanguard Value IndexEtfLarge Value
More Details

Voya Target Retirement Risk Profiles

Voya Target Against Markets

Other Information on Investing in Voya Mutual Fund

Voya Target financial ratios help investors to determine whether Voya Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Voya with respect to the benefits of owning Voya Target security.
Global Correlations
Find global opportunities by holding instruments from different markets
Cryptocurrency Center
Build and monitor diversified portfolio of extremely risky digital assets and cryptocurrency
Watchlist Optimization
Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm
Correlation Analysis
Reduce portfolio risk simply by holding instruments which are not perfectly correlated