Voya Target Retirement Fund Quote
| VTRHX Fund | USD 12.54 0.03 0.24% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Voya Target is trading at 12.54 as of the 18th of April 2024; that is 0.24 percent increase since the beginning of the trading day. The fund's open price was 12.51. Voya Target has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Voya Target Retirement are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
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 2035. More on Voya Target Retirement
Moving together with Voya Mutual Fund
| 0.62 | ILBPX | Voya Limited Maturity | PairCorr |
| 0.95 | IMCDX | Voya Emerging Markets | PairCorr |
Voya Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Voya Target's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Voya Target or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Voya Funds, Large Blend Funds, Target-Date 2035 Funds, Target-Date 2035, Voya (View all Sectors) |
| Update Date | 31st of March 2024 |
Voya Target Retirement [VTRHX] is traded in USA and was established 18th of April 2024. Voya Target is listed under Voya category by Fama And French industry classification. The fund is listed under Target-Date 2035 category and is part of Voya family. This fund at this time has accumulated 9.67 M in net assets with no minimum investment requirementsVoya Target Retirement is currently producing year-to-date (YTD) return of 3.17% with the current yeild of 0.02%, while the total return for the last 3 years was 2.72%.
Check Voya Target Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Voya Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Voya Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Voya Target Retirement Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Voya Target Retirement Mutual Fund Constituents
| VO | Vanguard Mid Cap Index | Etf | Mid-Cap Blend |
| VPIBX | Voya Intermediate Bond | Mutual Fund | Intermediate Core-Plus Bond |
| TISPX | Tiaa Cref Sp 500 | Mutual Fund | Large Blend |
| IEMGX | Voya Multi Manager Emerging | Mutual Fund | Diversified Emerging Mkts |
| TISBX | Tiaa Cref Small Cap Blend | Mutual Fund | Small Blend |
| IVV | iShares Core SP | Etf | Large Blend |
| VONG | Vanguard Russell 1000 | Etf | Large Growth |
Voya Target Target Price Odds Analysis
Based on a normal probability distribution, the odds of Voya Target jumping above the current price in 90 days from now is about 64.97%. The Voya Target Retirement probability density function shows the probability of Voya Target mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Voya Target Retirement has a beta of -0.0148. This entails as returns on the benchmark increase, returns on holding Voya Target are expected to decrease at a much lower rate. During a bear market, however, Voya Target Retirement is likely to outperform the market. Additionally, voya Target Retirement has an alpha of 0.0276, implying that it can generate a 0.0276 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Voya Target to move above the current price in 90 days from now is about 64.97 (This Voya Target Retirement probability density function shows the probability of Voya Mutual Fund to fall within a particular range of prices over 90 days) .
Voya Target Retirement Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Voya Target market risk premium is the additional return an investor will receive from holding Voya Target long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Voya Target. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Voya Target's alpha and beta are two of the key measurements used to evaluate Voya Target's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4126 | |||
| Semi Deviation | 0.4706 | |||
| Standard Deviation | 0.5504 | |||
| Variance | 0.303 |
Voya Target Against Markets
Picking the right benchmark for Voya Target mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Voya Target mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Voya Target is critical whether you are bullish or bearish towards Voya Target Retirement at a given time. Please also check how Voya Target's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Voya Target without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Voya Mutual Fund?
Before investing in Voya Target, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Voya Target. To buy Voya Target fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Voya Target. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Voya Target fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Voya Target Retirement fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Voya Target Retirement fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Voya Target Retirement, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Voya Target Retirement?
The danger of trading Voya Target Retirement is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Voya Target is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Voya Target. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Voya Target Retirement is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Voya Target Retirement. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in rate. Note that the Voya Target Retirement information on this page should be used as a complementary analysis to other Voya Target's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.