Voya Index Solution 2050 Portfolio

Shareclass

Voya Index Solution 2050 Port Z (VSZGX)

Type

Open-end mutual fund

Manager

Voya

Target date

Voya Index Solution Series

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 185 out of 708 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Transurban Group
0.04% of assets
$328,300 invested
2. Diageo PLC
0.1% of assets
$912,519 invested
3. QBE Insurance Group Ltd
0.02% of assets
$201,591 invested
4. GPT Group
<0.01% of assets
$77,182 invested
5. Sanofi SA
0.17% of assets
$1.54M invested
6. AstraZeneca PLC
0.32% of assets
$2.84M invested
7. Standard Chartered PLC
0.03% of assets
$270,328 invested
8. Yara International ASA
<0.01% of assets
$61,131 invested
9. GSK PLC
0.11% of assets
$991,756 invested
10. National Grid PLC
0.09% of assets
$781,593 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Ubiquiti Inc
<0.01% of assets
$4,837 invested
2. TKO Group Holdings Inc
<0.01% of assets
$51,022 invested
3. TG Therapeutics Inc
<0.01% of assets
$41,624 invested
4. Rithm Capital Corp
<0.01% of assets
$30,409 invested
5. SpringWorks Therapeutics Inc Ordinary Shares
<0.01% of assets
$27,832 invested
6. Trustmark Corp
<0.01% of assets
$24,852 invested
7. New Oriental Education & Technology Group Inc Ordinary Shares
<0.01% of assets
$62,267 invested
8. Red Rock Resorts Inc Class A
<0.01% of assets
$34,317 invested
9. Servisfirst Bancshares Inc
<0.01% of assets
$51,901 invested
10. Renasant Corp
<0.01% of assets
$24,363 invested

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Financial performance

Performance data provided by

Find more financial data on VSZGX at Morningstar.com

Gender Equality and Returns

Returns chart for Voya Index Solution 2050 Portfolio

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

VSZGX

Voya Index Solution 2050 Portfolio

Family

Voya

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.28% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VSZGX

Voya Index Solution 2050 Portfolio

Family

Voya

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.28% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VSZGX

Voya Index Solution 2050 Portfolio

Family

Voya

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 10/31/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.28% less in annualized returns

Same overall gender equality score

0 / 100 points

Lower gender balance in leadership and workforce score

1 / 40 points lower

Higher equal compensation and work life balance score

1 / 30 points higher

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 10/31/24

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
VSZGX - Voya Index Solution 2050 Portfolio

31%

4.56%

10%

8.68%

55 / 100 points

Benchmark

38%

9.05%

15%

13%

55 / 100 points

Fund compared to benchmark

-7.05%

-4.49%

-5.11%

-4.28%

Same

Find more financial data on VSZGX at Morningstar.com

What's next?

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Learn more about As You Sow's Invest Your Values program

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Visit Fossil Free Funds to measure the climate risk of this portfolio

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