Voya Index Solution Series

Voya
Rated as Voya Index Solution 2050 Portfolio
Portfolio date Feb 2024

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Poor
Fossil fuel insurance
Fossil fuel insurance
Poor
Deforestation
Deforestation
Poor

Social
scorecard

Gender equality
Gender equality
Fair
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

Fossil fuel grade
The Voya Index Solution Series is 8.24% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 8.24% places the fund in the D tier, between 5.5% and 9% exposure.
8.24% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners1033.27%
Coal industry1081.38%
Oil/gas industry2736.11%
Top 30 coal-fired utilities241.37%
Fossil-fired utilities1653.23%
All fossil fuel screens3958.24%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Exxon Mobil Corp
    0.51%
  2. Chevron Corp
    0.33%
  3. Shell PLC
    0.27%
  4. TotalEnergies SE
    0.19%
  5. BHP Group Ltd
    0.19%
Coal industry
Top 5 holdings

Coal industry

  1. BHP Group Ltd
    0.19%
  2. Mitsubishi Corp
    0.1%
  3. CSX Corp
    0.09%
  4. Mitsui & Co Ltd
    0.08%
  5. Glencore PLC
    0.07%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. Exxon Mobil Corp
    0.51%
  2. Chevron Corp
    0.33%
  3. Shell PLC
    0.27%
  4. GE Aerospace
    0.21%
  5. Siemens AG
    0.2%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.91%
  2. Southern Co
    0.09%
  3. Duke Energy Corp
    0.09%
  4. Enel SpA
    0.07%
  5. American Electric Power Co Inc
    0.05%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.91%
  2. NextEra Energy Inc
    0.14%
  3. Mitsubishi Corp
    0.1%
  4. Constellation Energy Corp
    0.09%
  5. Southern Co
    0.09%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

Voya Index Solution 2025 Portfolio
Voya Index Solution 2030 Portfolio
Voya Index Solution 2035 Portfolio
Voya Index Solution 2040 Portfolio
Voya Index Solution 2045 Portfolio
Voya Index Solution 2050 Portfolio
Voya Index Solution 2055 Portfolio
Voya Index Solution 2060 Portfolio
Voya Index Solution 2065 Portfolio
Voya Index Solution Income Portfolio

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

ISDAX
ISDIX
ISDSX
IXXVX
VSZBX
IDXFX
IDXGX
IDXHX
IDXIX
VSZCX
ISEAX
ISEIX
ISESX
IXISX
VSZDX
IDXKX
IDXLX
IDXMX
IDXNX
VSZEX
ISJAX
ISJIX
ISJSX
ISVLX
VSZFX
IDXPX
IDXQX
IDXRX
IDXSX
VSZGX
IISAX
IISNX
IISSX
IISTX
VSZHX
VPSAX
VISPX
VPISX
VPSSX
VSZIX
VIQAX
VIQIX
VIQSX
VIQUX
VIQZX
ISKAX
ISKIX
ISKSX
IIIPX
VSZJX



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