Voya Index Solution 2040 PortfolioVSZEX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.1B
Expense ratio
0.16%
1-year return
+17.3%
3 years, a year
+14.2%
5 years, a year
+7.7%
Holdings
11
What it aims to do.
Until the day prior to its Target Date (defined below), the Portfolio seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2040. On the Target Date, the Portfolio's investment objective will be to seek to provide a combination of total return and stability of principal consistent with an asset allocation targeted to retirement.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Voya Investors Trust | 45.79% |
| Voya VARIABLE PORTFOLIOS INC | 23.48% |
| WisdomTree Trust | 10.83% |
| Voya VARIABLE PORTFOLIOS INC | 6.45% |
| Voya VARIABLE PORTFOLIOS INC | 3.98% |
| Vanguard Scottsdale Funds | 2.96% |
| Voya VARIABLE PORTFOLIOS INC | 2.46% |
| Voya VARIABLE PORTFOLIOS INC | 1.99% |
| DBX ETF Trust | 1.96% |
| JOBY Chicago Mercantile Exchange Inc. | 0.00% |
More on VSZEX.
- VSZEX overview
- VSZEX holdings
- VSZEX risk
- VSZEX costs
- VSZEX money in and out
- VSZEX share classes
- Compare VSZEX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.