VSZEX Mutual Fund
VSZEX Mutual Fund
Voya Index Solution 2040 Portfolio Class Z
VSZEX Mutual Fund Overview
VSZEX Mutual Fund (Voya Index Solution 2040 Portfolio Class Z) is managed by Voya Investment Management with $1.10B in net assets. VSZEX expense ratio is 0.16%, holding 12 positions across sectors including Unknown, Other. Inception date: 2015-05-01.
VSZEX performance shows a YTD return of 8.84%. The 1-year return is 20.12% and the 5-year return is 8.55%. VSZEX dividend yield stands at 1.86%, paid annually.
VSZEX top holdings include Voya Vacs Index Series S Portfolio (45.8%), Voya Vacs Index Series I Portfolio (23.5%), Wisdomtree Voya Yield Enhanced Usd Universal Bond Fund (10.8%), Voya Vacs Index Series Portfolio Vviex (6.5%), Voya Vacs Index Series Portfolio Vvimx (4.0%). View all VSZEX holdings, sector breakdown, or dividend history.
VSZEX can be compared against other funds using the overlap calculator or side-by-side comparison tool. VSZEX alternatives are available via the screener, along with tax-loss harvesting opportunities.