VTRJX Mutual Fund
VTRJX Mutual Fund
Voya Target Retirement 2040 Fund Class A
VTRJX Mutual Fund Overview
VTRJX Mutual Fund (Voya Target Retirement 2040 Fund Class A) is managed by Voya Investment Management with $12.1M in net assets. VTRJX expense ratio is 0.61%, holding 14 positions across sectors including Unknown, Financials, Other. Inception date: 2015-12-21.
VTRJX performance shows a YTD return of 10.10%. The 1-year return is 21.23% and the 5-year return is 8.77%. VTRJX dividend yield stands at 11.97%, paid annually.
VTRJX 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 VTRJX holdings, sector breakdown, or dividend history.
VTRJX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VTRJX alternatives are available via the screener, along with tax-loss harvesting opportunities.