VTRSX : Voya Target Retirement 2060 Fund Class A

VTRSX is a Allocation Market Target-Date with HIGH fees.

VTRSX

Voya Target Retirement 2060 Fund Class A

FI Score

21 /100

Expense Ratio Rating

3 /10

Expense Rating

3 /10

Market Score

0 /10

Category Score

5 /10

Market Size

0 /10

21% FI Score
  • vtrsx
  • Mutual Fund
  • Allocation
  • Target-Date

Voya Target Retirement 2060 Fund Class A

Expenses: 0.73% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2060. 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 2060. The fund's current approximate target investment allocation among the underlying funds is as follows: 92.5% in equity securities and 7.5% in debt instruments.

Largest Holdings

Amount Holding
25.46% TIAA-CREF S&P 500 Index Instl
15.79% Voya Multi-Manager International Eq P3
12.82% iShares Core S&P 500 ETF
8.56% Voya Multi-Manager Intl Factors P3
7.39% Voya Large-Cap Growth P3
6.47% Voya Large Cap Value P3
6.02% Voya Multi-Manager Emerging Mkts Eq P3
3.80% Voya Intermediate Bond P3
2.52% Voya Multi-Manager Mid Cap Value P3
2.51% iShares Russell Mid-Cap Growth ETF
2.34% Vanguard Value ETF
2.21% Vanguard Russell 1000 Growth ETF
2.02% Voya Small Company P3
1.98% iShares Core S&P Small-Cap ETF

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