VTRWX Mutual Fund

VTRWX Mutual Fund (Voya Target In-Retirement Fund Class R6) is managed by Voya Investment Management with $41.9M in net assets. VTRWX expense ratio is 0.25%, holding 12 positions across sectors including Financials. Inception date: 2015-12-21.

VTRWX performance shows a YTD return of 3.78%. The 1-year return is 9.56% and the 5-year return is 3.66%. VTRWX dividend yield stands at 3.67%, paid annually.

VTRWX top holdings include Voya Intermediate Bond Fund (24.9%), Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (19.9%), Ishares Core U.s. Aggregate (12.4%), Schwab US Tips ETF (10.0%), Vanguard Ftse Developed Markets ETF (8.1%). Go to all VTRWX holdings, VTRWX sectors, or VTRWX dividends.

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