VTRFX Mutual Fund

VTRFX Mutual Fund (Voya Target Retirement 2030 Fund Class R6) is managed by Voya Investment Management with $103.6M in net assets. VTRFX expense ratio is 0.25%, holding 15 positions across sectors including Financials. Inception date: 2015-12-21.

VTRFX performance shows a YTD return of 6.59%. The 1-year return is 14.60% and the 5-year return is 6.26%. VTRFX dividend yield stands at 8.41%, paid annually.

VTRFX top holdings include Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (33.9%), Voya Intermediate Bond Fund (17.9%), Vanguard Ftse Developed Markets ETF (11.6%), Ishares Core U.s. Aggregate (8.9%), Voya Multi-manager International Equity Fund (6.1%). Go to all VTRFX holdings, VTRFX sectors, or VTRFX dividends.

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