Voya Index Solution 2050 Portfolio

Shareclass
Voya Index Solution 2050 Port Z (VSZGX)
Type
Open-end mutual fund
Manager
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
12.45%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
198
holdings flagged
12%
of assets flagged
This fund contains
 $92.7 MILLION invested 
in holdings flagged for deforestation risk
Take action
producers
Commodity producers
47 holdings
0.6% of assets
$4.58 MILLION invested
banks
Banks and lenders
35 holdings
2.75% of assets
$20.99 MILLION invested
consumers
Major consumer brands
131 holdings
9.07% of assets
$69.21 MILLION invested
Commodity producers
Commodity producers
47 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
47 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Mitsubishi Corp
    Palm oil producer
    0.08%0.08% of portfolio
    $629,090$629,090 invested
    Palm oil producer
  • 2. Glencore PLC
    Soy producerPalm oil producer
    0.08%0.08% of portfolio
    $586,941$586,941 invested
    Soy producerPalm oil producer
  • 3. ITOCHU Corp
    Timber producerRubber producerPaper/pulp producerPalm oil producer
    0.07%0.07% of portfolio
    $570,626$570,626 invested
    Timber producerRubber producerPaper/pulp producerPalm oil producer
  • 4. Archer-Daniels Midland Co
    Soy producerPalm oil producer
    0.04%0.04% of portfolio
    $277,773$277,773 invested
    Soy producerPalm oil producer
  • 5. Marubeni Corp
    Timber producerRubber producerPaper/pulp producer
    0.03%0.03% of portfolio
    $259,313$259,313 invested
    Timber producerRubber producerPaper/pulp producer
View next 5
Banks and lenders
Banks and lenders
35 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
35 HOLDINGS
  • % of portfolio
    $ invested
  • 1. JPMorgan Chase & Co
    0.62%0.62% of portfolio
    $4.72M$4.72M invested
  • 2. Bank of America Corp
    0.29%0.29% of portfolio
    $2.19M$2.19M invested
  • 3. HSBC Holdings PLC
    0.21%0.21% of portfolio
    $1.61M$1.61M invested
  • 4. Commonwealth Bank of Australia
    0.18%0.18% of portfolio
    $1.35M$1.35M invested
  • 5. Mitsubishi UFJ Financial Group Inc
    0.15%0.15% of portfolio
    $1.13M$1.13M invested
View next 5
Major consumer brands
Major consumer brands
131 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
131 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Amazon.com Inc
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.73%1.73% of portfolio
    $13.22M$13.22M invested
    Soy major consumer brandCattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 2. Johnson & Johnson
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.47%0.47% of portfolio
    $3.58M$3.58M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 3. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    0.45%0.45% of portfolio
    $3.47M$3.47M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 4. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    0.43%0.43% of portfolio
    $3.31M$3.31M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 5. Nestle SA
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.42%0.42% of portfolio
    $3.22M$3.22M invested
    Soy major consumer brandCattle major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
View next 5
View more info
DATA AS OF 31 Jan 2024
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: 2/29/24
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 
-4.48% less in annualized returns
More invested in commodity producers 
0.39% more invested
More invested in banks and lenders 
0.44% more invested
Less invested in major consumer brands 
3.26% 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: 2/29/24
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 
-4.48% less in annualized returns
More invested in commodity producers 
0.39% more invested
More invested in banks and lenders 
0.44% more invested
Less invested in major consumer brands 
3.26% 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: 2/29/24
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 
-4.48% less in annualized returns
More invested in commodity producers 
0.39% more invested
More invested in banks and lenders 
0.44% more invested
Less invested in major consumer brands 
3.26% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
VSZGX - Voya Index Solution 2050 Portfolio
21%
5.83%
9.86%
8.18%
0.6% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
0.21% 
Fund compared to benchmark
 
-9.56%
-6.05%
-4.88%
-4.48%
0.39%  higher
Find more financial data on VSZGX at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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