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 14 positions across sectors including Financials. Inception date: 2015-12-21.

VTRWX performance shows a YTD return of 5.01%. The 1-year return is 9.04% and the 5-year return is 3.74%. VTRWX dividend yield stands at 1.75%, paid annually.

VTRWX top holdings include Voya Intermediate Bond Fund (23.4%), Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (21.3%), Ishares Core U.s. Aggregate (12.4%), Schwab US Tips ETF (9.8%), Voya Short Term Bond Fund (8.0%). 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.