Voya Solution Balanced Port S2
Hartford CT 06156-8962
7337 E. Doubletree Ranch Rd
Voya Partners Inc
管理資訊
,自 2023年5月30日 起的牽頭經辦人
Lanyon Blair is a Head of Manager Research and Selection for Multi-Asset Strategies and Solutions (MASS) at Voya Investment Management. He is responsible for manager research and selection activities across equity, fixed income, real estate and commodities asset classes for all of the MASS group’s multi-manager products, including risk-based, target date, portable alpha and other asset class fund of funds solutions. Prior to joining Voya, he was an investment analyst at Wells Fargo, focusing on research and due diligence of equity, real estate and multi-asset managers. Prior to that, he was a research analyst with Fidelity Investments covering equity and real estate managers for Fidelity’s retirement platform. Lanyon began his career as a consultant with FactSet Research Systems, where he worked closely with equity, fixed income and real estate research teams. Lanyon earned an MA in economics from American University and BA degrees in economics and criminal justice from Indiana University. He is a CFA® Charterholder and a Chartered Alternative Investment Analyst®.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Allocation--50% to 70% Equity
基金家族Voya
淨資產53.99M
本年度至今日回報4.74%
收益率3.49%
晨星評級★★
成立日期2007年7月1日
基金運作
上次股息0.33
上次資本增益-8.00
持股週轉率37.00%
組別平均無
費用與支出
支出ISGTX類別平均
年報支出比率 (淨值)1.20%0.84%
招股書淨支出比率1.20%無
招股書總支出比率1.21%無
最高 12b1 費用無無
最高首次認購費無5.07%
最高遞延銷售費用無1.48%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
