VSZEX Mutual Fund

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 various sectors. Inception date: 2015-05-01.

VSZEX performance shows a YTD return of 11.77%. The 1-year return is 18.13% and the 5-year return is 7.59%. VSZEX dividend yield stands at 5.82%, paid annually.

VSZEX top holdings include Voya Vacs Index Series S Portfolio (45.5%), Voya Vacs Index Series I Portfolio (23.9%), Wisdomtree Voya Yield Enhanced Usd Universal Bond Fund (10.9%), Voya Vacs Index Series Portfolio Vviex (6.2%), Voya Vacs Index Series Portfolio Vvimx (4.1%). Go to all VSZEX holdings, VSZEX sectors, or VSZEX dividends.

VSZEX can be compared against other funds. Use VSZEX overlap to find shared positions, or VSZEX vs another fund for a side-by-side view. VSZEX alternatives are available via the screener, along with tax-loss harvesting opportunities.