IRSOX Mutual Fund
IRSOX Mutual Fund
Voya Target Retirement 2040 Fund Class I
IRSOX Mutual Fund Overview
IRSOX Mutual Fund (Voya Target Retirement 2040 Fund Class I) is managed by Voya Investment Management with $12.9M in net assets. IRSOX expense ratio is 0.36%, holding 14 positions across sectors including Unknown, Financials, Other. Inception date: 2012-12-20.
IRSOX performance shows a YTD return of 10.24%. The 1-year return is 21.60% and the 5-year return is 9.10%. IRSOX dividend yield stands at 12.36%, paid annually.
IRSOX top holdings include Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (45.5%), Vanguard Ftse Developed Markets ETF (15.3%), Voya Intermediate Bond R6 (10.9%), Voya Multi-manager International Equity Fund (8.1%), Ishares Core S&P Mid-cap ETF (4.0%). View all IRSOX holdings, sector breakdown, or dividend history.
IRSOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IRSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.