VTRJX Mutual Fund

VTRJX Mutual Fund (Voya Target Retirement 2040 Fund Class A) is managed by Voya Investment Management with $12.1M in net assets. VTRJX expense ratio is 0.61%, holding 14 positions across sectors including Financials. Inception date: 2015-12-21.

VTRJX performance shows a YTD return of 9.00%. The 1-year return is 19.12% and the 5-year return is 8.36%. VTRJX dividend yield stands at 12.09%, paid annually.

VTRJX top holdings include Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (45.5%), Vanguard Ftse Developed Markets ETF (15.3%), Voya Intermediate Bond R6 (10.9%), Voya Multi-manager International Equity Fund (8.1%), Ishares Core S&P Mid-cap ETF (4.0%). Go to all VTRJX holdings, VTRJX sectors, or VTRJX dividends.

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