VTRGX Mutual Fund

VTRGX Mutual Fund (Voya Target Retirement 2035 Fund Class A) is managed by Voya Investment Management with $94.5M in net assets. VTRGX expense ratio is 0.61%, holding 13 positions across sectors including Financials. Inception date: 2015-12-21.

VTRGX performance shows a YTD return of 7.68%. The 1-year return is 16.58% and the 5-year return is 7.14%. VTRGX dividend yield stands at 8.59%, paid annually.

VTRGX top holdings include Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (40.1%), Voya Intermediate Bond Fund (14.9%), Vanguard Ftse Developed Markets ETF (13.1%), Ishares Core U.s. Aggregate (7.7%), Voya Multi-manager International Equity Fund (7.0%). Go to all VTRGX holdings, VTRGX sectors, or VTRGX dividends.

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