Voya Index Solution 2050 Portfolio

Shareclass
Voya Index Solution 2050 Port Z (VSZGX)
Type
Open-end mutual fund
Manager
Target date
Voya Index Solution Series
Fund investment profile
Shareclass ticker
VSZGX
Data as of
30 Sep 2024
Shareclass name
Voya Index Solution 2050 Port Z
% of fund assets screened
91%
Shareclass type
Open-end funds
Fund net assets
$882.96 MILLION
Fund family
Fund category
Target-Date 2050
Domicile country
United States
Portfolio currency
US Dollar
Non-diversification risk
No
Socially responsible fund
No
Fossil fuels
Fossil fuel grade
D
Total fossil fuel stock holdings
379
Total % invested in fossil fuel stocks
8.42%
Total assets invested in fossil fuel stocks
$75.18 MILLION
Fossil fuel finance
Fossil fuel finance grade
C
Fossil fuel finance score
12.9
Total fossil fuel finance stock holdings
57
Total % invested in fossil fuel finance stocks
3.5%
Total assets invested in fossil fuel finance stocks
$31.2 MILLION
Fossil fuel insurance
Fossil fuel insurance grade
C
Fossil fuel insurance score
17.4
Total fossil fuel insurance stock holdings
23
Total % invested in fossil fuel insurance stocks
2.08%
Total assets invested in fossil fuel insurance stocks
$18.55 MILLION
Clean200
Total Clean200 stock holdings
153
Total % invested in Clean200 stocks
14%
Total assets invested in Clean200 stocks
$127.37 MILLION
Financial performance
Performance data provided byMorningstarFind more financial data on VSZGX at Morningstar.com
Current fund
VSZGX
Voya Index Solution 2050 Portfolio
Family
Voya
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.28% less in annualized returns
More invested in fossil fuels 
0.1% more invested
Lower fossil finance risk score 
1 points lower
Lower fossil insurance risk score 
4 points lower
Less invested in Clean200 
4.65% less invested
Current fund
VSZGX
Voya Index Solution 2050 Portfolio
Family
Voya
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.28% less in annualized returns
More invested in fossil fuels 
0.1% more invested
Lower fossil finance risk score 
1 points lower
Lower fossil insurance risk score 
4 points lower
Less invested in Clean200 
4.65% less invested
Current fund
VSZGX
Voya Index Solution 2050 Portfolio
Family
Voya
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.28% less in annualized returns
More invested in fossil fuels 
0.1% more invested
Lower fossil finance risk score 
1 points lower
Lower fossil insurance risk score 
4 points lower
Less invested in Clean200 
4.65% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
VSZGX - Voya Index Solution 2050 Portfolio
31%
4.56%
10%
8.68%
8.42% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
8.32% 
Fund compared to benchmark
 
-7.05%
-4.49%
-5.11%
-4.28%
0.1%  higher
Find more financial data on VSZGX at Morningstar.com
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