Voya Target Retirement 2040 FundVTRJX
Type
Mutual fund
Peer group
Target-date
Net assets
$135.0M
Expense ratio
0.61%
1-year return
+21.2%
3 years, a year
+17.3%
5 years, a year
+9.4%
Holdings
14
What it aims to do.
Until the day prior to its Target Date (defined below), the Fund seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2040. On the Target Date, the Fund'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 |
|---|---|
| Fidelity Concord Street Trust | 45.53% |
| Vanguard Tax-Managed Funds | 15.31% |
| Voya Funds Trust | 10.91% |
| Voya Mutual Funds | 8.05% |
| iShares Trust | 3.99% |
| Vanguard International Equity Index Funds | 3.46% |
| Voya Mutual Funds | 3.06% |
| Vanguard Scottsdale Funds | 3.00% |
| iShares Trust | 2.48% |
| SPDR Series Trust | 1.98% |
More on VTRJX.
- VTRJX overview
- VTRJX holdings
- VTRJX risk
- VTRJX costs
- VTRJX money in and out
- VTRJX share classes
- Compare VTRJX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.