Voya Index Solution 2050 Portfolio

Shareclass
Voya Index Solution 2050 Port Z (VSZGX)
Type
Open-end mutual fund
Manager
Target date
Voya Index Solution Series
Military weapon grade: Fund is invested in military contractors above the threshold of 2.5% and below the threshold of 4%. Assigned a grade of D.
How we track weapon investments
D
$23.33 MILLION
Military weapons
122
military weapon stocks found
2.69%
of assets flagged
Data as of 31 Jul 2024
Military contractors
Military contractors
Largest international arms manufacturers and military contractors
122
holdings
$23.33M
invested
2.69%
of portfolio
Nuclear weapons
Nuclear weapons
Manufacturers/servicers of nuclear armaments and delivery systems
58
holdings
$16.71M
invested
1.93%
of portfolio
Controversial weapons
Controversial weapons
Manufacturers involved with cluster munitions, landmines, white phosphorus, depleted uranium
17
holdings
$5.32M
invested
0.61%
of portfolio
Military weapon companies
122 holdings
122 holdings
  • 1.  GE Aerospace
    Nuclear weapons
    $1.8M
    0.21%
  • 2.  RTX Corp
    Nuclear weapons
    $1.51M
    0.17%
  • 3.  Honeywell International Inc
    Nuclear weapons
    $1.29M
    0.15%
  • 4.  Eaton Corp PLC
    Nuclear weapons
    $1.18M
    0.14%
  • 5.  Lockheed Martin Corp
    Nuclear weaponsControversial weapons
    $1.12M
    0.13%
See all
  For each weapons category, we show the fund's exposure. When calculating a portfolio's percent exposure to a list of companies, we only consider long investments, ignoring any shorts or liabilities.
Civilian firearm manufacturers and retailers

We also track investments in civilian firearm manufacturers and retailers raking in billions in handgun, assault rifle, and ammunition sales. Gun Free Funds is made for people looking to align their investments with their values by moving money out of companies that make and sell guns.

Voya Index Solution 2050 Portfolio earns a D grade for investments in military weapons
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Financial performance
Performance data provided byMorningstarFind more financial data on VSZGX at Morningstar.com
Current fund
VSZGX
Voya Index Solution 2050 Portfolio
Family
Voya
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.35% less in annualized returns
Less invested in military weapons 
0.36% less invested
Less invested in major military contractors 
0.36% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.42% less invested
Less invested in manufacturers of controversial weapons 
0.23% less invested
Current fund
VSZGX
Voya Index Solution 2050 Portfolio
Family
Voya
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.35% less in annualized returns
Less invested in military weapons 
0.36% less invested
Less invested in major military contractors 
0.36% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.42% less invested
Less invested in manufacturers of controversial weapons 
0.23% less invested
Current fund
VSZGX
Voya Index Solution 2050 Portfolio
Family
Voya
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower
 10-yr returns 
-4.35% less in annualized returns
Less invested in military weapons 
0.36% less invested
Less invested in major military contractors 
0.36% less invested
Less invested in manufacturers/servicers of nuclear weapons 
0.42% less invested
Less invested in manufacturers of controversial weapons 
0.23% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Military weapon weight
This fund
VSZGX - Voya Index Solution 2050 Portfolio
22%
4.99%
11%
8.59%
2.69% 
Benchmark
IVV - iShares Core S&P 500 ETF
27%
9.35%
16%
13%
3.04% 
Fund compared to benchmark
 
-5.02%
-4.36%
-4.73%
-4.35%
0.36%  lower
Find more financial data on VSZGX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about weapon free options for your retirement plan
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More from Invest Your Values
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