SUMMARY
SECTION |
|
1 | |
8 | |
16 | |
24 | |
32 | |
32 | |
32 | |
32 | |
32 | |
33 | |
33 | |
33 | |
34 | |
34 | |
34 | |
34 | |
35 | |
50 | |
52 | |
52 | |
55 | |
58 | |
59 | |
59 | |
59 | |
60 | |
61 | |
61 | |
62 | |
63 | |
63 | |
64 | |
65 | |
66 | |
67 | |
69 | |
72 | |
Back
Cover |
Class |
|
ADV |
I |
Management
Fees |
% |
|
|
Distribution
and/or Shareholder Services (12b-1) Fees |
% |
|
|
Other
Expenses |
% |
|
|
Acquired
Fund Fees and Expenses |
% |
|
|
Total
Annual Portfolio Operating Expenses1
|
% |
|
|
Waivers
and Reimbursements2
|
% |
( |
|
Total
Annual Portfolio Operating Expenses After Waivers and
Reimbursements |
% |
|
|
Class |
|
1
Yr |
3
Yrs |
5
Yrs |
10
Yrs |
ADV |
$ |
|
|
|
|
I |
$ |
|
|
|
|
|
|
|
|
|
|
|
|
1
Yr |
5
Yrs |
10
Yrs |
Since
Inception |
Inception
Date |
Class
ADV |
% |
|
|
|
|
|
S&P
Target Risk® Conservative Index1 |
% |
|
|
|
|
|
Class
I |
% |
|
|
|
|
|
S&P
Target Risk® Conservative Index1 |
% |
|
|
|
|
|
Investment
Adviser |
Voya
Investments, LLC |
Sub-Adviser |
Voya Investment
Management Co. LLC |
Portfolio
Managers | |
Lanyon
Blair, CFA, CAIA
Portfolio
Manager (since 05/23) |
Barbara
Reinhard, CFA
Portfolio
Manager (since 05/18) |
Class |
|
ADV |
I |
Management
Fees |
% |
|
|
Distribution
and/or Shareholder Services (12b-1) Fees |
% |
|
|
Other
Expenses |
% |
|
|
Acquired
Fund Fees and Expenses |
% |
|
|
Total
Annual Portfolio Operating Expenses1
|
% |
|
|
Waivers
and Reimbursements2
|
% |
( |
|
Total
Annual Portfolio Operating Expenses After Waivers and
Reimbursements |
% |
|
|
Class |
|
1
Yr |
3
Yrs |
5
Yrs |
10
Yrs |
ADV |
$ |
|
|
|
|
I |
$ |
|
|
|
|
|
|
|
|
|
|
|
|
1
Yr |
5
Yrs |
10
Yrs |
Since
Inception |
Inception
Date |
Class
ADV |
% |
|
|
|
|
|
S&P
Target Risk Aggressive® Index1 |
% |
|
|
|
|
|
Russell
3000® Index2 |
% |
|
|
|
|
|
MSCI
EAFE® Index1 |
% |
|
|
|
|
|
Bloomberg
U.S. Aggregate Bond Index2 |
% |
|
|
|
|
|
Class
I |
% |
|
|
|
|
|
S&P
Target Risk Aggressive® Index1 |
% |
|
|
|
|
|
Russell
3000® Index2 |
% |
|
|
|
|
|
MSCI
EAFE® Index1 |
% |
|
|
|
|
|
Bloomberg
U.S. Aggregate Bond Index2 |
% |
|
|
|
|
|
Investment
Adviser |
Voya
Investments, LLC |
Sub-Adviser |
Voya Investment
Management Co. LLC |
Portfolio
Managers | |
Lanyon
Blair, CFA, CAIA
Portfolio
Manager (since 05/23) |
Barbara
Reinhard, CFA
Portfolio
Manager (since 05/18) |
Class |
|
ADV |
I |
Management
Fees |
% |
|
|
Distribution
and/or Shareholder Services (12b-1) Fees |
% |
|
|
Other
Expenses |
% |
|
|
Acquired
Fund Fees and Expenses |
% |
|
|
Total
Annual Portfolio Operating Expenses1 |
% |
|
|
Waivers
and Reimbursements2
|
% |
( |
|
Total
Annual Portfolio Operating Expenses After Waivers and
Reimbursements |
% |
|
|
Class |
|
1
Yr |
3
Yrs |
5
Yrs |
10
Yrs |
ADV |
$ |
|
|
|
|
I |
$ |
|
|
|
|
|
|
|
|
|
|
|
|
1
Yr |
5
Yrs |
10
Yrs |
Since
Inception |
Inception
Date |
Class
ADV |
% |
|
|
|
|
|
S&P
Target Risk® Growth Index1 |
% |
|
|
|
|
|
Russell
3000® Index2 |
% |
|
|
|
|
|
MSCI
EAFE® Index1 |
% |
|
|
|
|
|
Bloomberg
U.S. Aggregate Bond Index2 |
% |
|
|
|
|
|
Class
I |
% |
|
|
|
|
|
S&P
Target Risk® Growth Index1 |
% |
|
|
|
|
|
Russell
3000® Index2 |
% |
|
|
|
|
|
MSCI
EAFE® Index1 |
% |
|
|
|
|
|
Bloomberg
U.S. Aggregate Bond Index2 |
% |
|
|
|
|
|
Investment
Adviser |
Voya
Investments, LLC |
Sub-Adviser |
Voya Investment
Management Co. LLC |
Portfolio
Managers | |
Lanyon
Blair, CFA, CAIA
Portfolio
Manager (since 05/23) |
Barbara
Reinhard, CFA
Portfolio
Manager (since 05/18) |
Class |
|
ADV |
I |
Management
Fees |
% |
|
|
Distribution
and/or Shareholder Services (12b-1) Fees |
% |
|
|
Other
Expenses |
% |
|
|
Acquired
Fund Fees and Expenses |
% |
|
|
Total
Annual Portfolio Operating Expenses1
|
% |
|
|
Waivers
and Reimbursements2
|
% |
( |
|
Total
Annual Portfolio Operating Expenses After Waivers and
Reimbursements |
% |
|
|
Class |
|
1
Yr |
3
Yrs |
5
Yrs |
10
Yrs |
ADV |
$ |
|
|
|
|
I |
$ |
|
|
|
|
|
|
|
|
|
|
|
|
1
Yr |
5
Yrs |
10
Yrs |
Since
Inception |
Inception
Date |
Class
ADV |
% |
|
|
|
|
|
S&P
Target Risk® Moderate Index1 |
% |
|
|
|
|
|
Russell
3000® Index2 |
% |
|
|
|
|
|
MSCI
EAFE® Index1 |
% |
|
|
|
|
|
Bloomberg
U.S. Aggregate Bond Index2 |
% |
|
|
|
|
|
Class
I |
% |
|
|
|
|
|
S&P
Target Risk® Moderate Index1 |
% |
|
|
|
|
|
Russell
3000® Index2 |
% |
|
|
|
|
|
MSCI
EAFE® Index1 |
% |
|
|
|
|
|
Bloomberg
U.S. Aggregate Bond Index2 |
% |
|
|
|
|
|
Investment
Adviser |
Voya
Investments, LLC |
Sub-Adviser |
Voya Investment
Management Co. LLC |
Portfolio
Managers | |
Lanyon
Blair, CFA, CAIA
Portfolio
Manager (since 05/23) |
Barbara
Reinhard, CFA
Portfolio
Manager (since 05/18) |
|
Management
Fees |
Voya Retirement
Conservative Portfolio |
0.25% |
Voya Retirement
Growth Portfolio |
0.24% |
Voya Retirement
Moderate Growth Portfolio |
0.24% |
Voya Retirement
Moderate Portfolio |
0.24% |
Portfolio
Manager |
Investment
Adviser
or
Sub-Adviser |
Portfolio |
Recent
Professional Experience |
Lanyon
Blair, CFA, CAIA |
Voya
IM |
Voya Retirement
Conservative
Portfolio
Voya Retirement
Growth Portfolio
Voya Retirement
Moderate Growth
Portfolio
Voya Retirement
Moderate Portfolio |
Mr.
Blair, Portfolio Manager, joined Voya IM in 2015
and
is Head of Manager Research and Selection for
Multi-Asset
Strategies and Solutions (“MASS”). He
is
responsible for manager research and selection
activities
across all asset classes for the MASS
group’s
multi-manager products. Prior to joining Voya
IM,
Mr. Blair was an analyst at Wells Fargo, focusing
on
research and due diligence of equity, real estate,
and
multi-asset managers. Prior to that, he was an
analyst
with Fidelity Investments, covering equity
and
real estate managers. Mr. Blair began his career
as a
consultant with FactSet Research Systems
where
he worked closely with equity, fixed income,
and
real estate research teams.
|
Portfolio
Manager |
Investment
Adviser
or
Sub-Adviser |
Portfolio |
Recent
Professional Experience |
Barbara
Reinhard, CFA |
Voya
IM |
Voya Retirement
Conservative
Portfolio
Voya Retirement
Growth Portfolio
Voya Retirement
Moderate Growth
Portfolio
Voya Retirement
Moderate Portfolio |
Ms.
Reinhard, Portfolio Manager, joined Voya IM in
2016
and is the head of asset allocation for
Multi-Asset
Strategies and Solutions (“MASS”). She
is
responsible for strategic and tactical asset
allocation
decisions for the MASS team’s
multi-asset
strategies. Prior to joining Voya IM, Ms.
Reinhard
was the chief investment officer for Credit
Suisse
Private Bank in the Americas (2011-2016)
where
she managed discretionary multi-asset
portfolios,
was a member of the global asset
allocation
committee, and the pension investment
committee.
Prior to that, she spent 20 years at
Morgan
Stanley. |
|
|
Income
(loss)
from
investment
operations |
|
Less
distributions |
|
|
|
|
Ratios
to average net assets |
Supplemental
data | |||||||
|
Net asset value,
beginning of year or period |
Net investment income
(loss) |
Net realized and
unrealized gain (loss) |
Total from investment
operations |
From net investment
income |
From net realized
gains |
From return of
capital |
Total
distributions |
Payment from
affiliate |
Net asset value, end
of year or period |
Total
Return(1) |
Expenses before
reductions/additions(2)(3) |
Expenses net of fee
waivers and/or recoupments, if any(2)(3) |
Expenses net of
all reductions/additions(2)(3) |
Net investment
income (loss)(3) |
Net assets, end of
year or period |
Portfolio turnover
rate |
Year or Period
ended |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
(%) |
(%) |
(%) |
(%) |
(%) |
($000's) |
(%) |
Voya
Retirement Conservative Portfolio | |||||||||||||||||
Class
ADV |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
7.47 |
0.22• |
0.43 |
0.65 |
0.15 |
0.15 |
— |
0.30 |
— |
7.82 |
8.79 |
0.79 |
0.54 |
0.54 |
2.83 |
297,835 |
22 |
12-31-22 |
9.87 |
0.13•
|
(1.49) |
(1.36) |
0.19 |
0.85 |
— |
1.04 |
— |
7.47 |
(13.99) |
0.78 |
0.53 |
0.53 |
1.61 |
316,601 |
22 |
12-31-21 |
9.84 |
0.12•
|
0.33 |
0.45 |
0.21 |
0.21 |
— |
0.42 |
— |
9.87 |
4.69 |
0.79 |
0.54 |
0.54 |
1.22 |
420,230 |
26 |
12-31-20 |
9.31 |
0.18 |
0.75 |
0.93 |
0.17 |
0.23 |
— |
0.40 |
— |
9.84 |
10.33 |
0.77 |
0.52 |
0.52 |
1.90 |
444,944 |
27 |
12-31-19 |
8.57 |
0.17 |
0.98 |
1.15 |
0.17 |
0.24 |
— |
0.41 |
— |
9.31 |
13.61 |
0.78 |
0.53 |
0.53 |
1.82 |
424,756 |
24 |
Class
I |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
7.62 |
0.23• |
0.45 |
0.68 |
0.17 |
0.15 |
— |
0.32 |
— |
7.98 |
9.06 |
0.29 |
0.29 |
0.29 |
3.02 |
643 |
22 |
12-31-22 |
10.04 |
0.16•
|
(1.51) |
(1.35) |
0.22 |
0.85 |
— |
1.07 |
— |
7.62 |
(13.68) |
0.28 |
0.28 |
0.28 |
1.84 |
844 |
22 |
12-31-21 |
10.01 |
0.15•
|
0.33 |
0.48 |
0.24 |
0.21 |
— |
0.45 |
— |
10.04 |
4.87 |
0.29 |
0.29 |
0.29 |
1.46 |
1,390 |
26 |
12-31-20 |
9.45 |
0.24•
|
0.75 |
0.99 |
0.20 |
0.23 |
— |
0.43 |
— |
10.01 |
10.77 |
0.27 |
0.27 |
0.27 |
2.47 |
1,276 |
27 |
12-31-19 |
8.70 |
0.21•
|
0.98 |
1.19 |
0.20 |
0.24 |
— |
0.44 |
— |
9.45 |
13.81 |
0.28 |
0.28 |
0.28 |
2.31 |
123 |
24 |
Voya
Retirement Growth Portfolio | |||||||||||||||||
Class
ADV |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
10.61 |
0.22• |
1.63 |
1.85 |
0.17 |
0.95 |
— |
1.12 |
— |
11.34 |
17.82 |
0.76 |
0.69 |
0.69 |
1.97 |
1,807,320 |
21 |
12-31-22 |
15.03 |
0.13•
|
(2.68) |
(2.55) |
0.14 |
1.73 |
— |
1.87 |
— |
10.61 |
(16.71) |
0.76 |
0.68 |
0.68 |
1.08 |
1,791,695 |
19 |
12-31-21 |
13.80 |
0.10•
|
2.00 |
2.10 |
0.25 |
0.62 |
— |
0.87 |
— |
15.03 |
15.52 |
0.77 |
0.69 |
0.69 |
0.66 |
2,483,104 |
21 |
12-31-20 |
13.00 |
0.20•
|
1.44 |
1.64 |
0.30 |
0.54 |
— |
0.84 |
— |
13.80 |
13.64 |
0.76 |
0.68 |
0.68 |
1.62 |
2,499,847 |
27 |
12-31-19 |
11.74 |
0.26•
|
2.20 |
2.46 |
0.24 |
0.96 |
— |
1.20 |
— |
13.00 |
21.55 |
0.76 |
0.68 |
0.68 |
2.04 |
2,553,927 |
40 |
Class
I |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
10.67 |
0.27• |
1.64 |
1.91 |
0.22 |
0.95 |
— |
1.17 |
— |
11.41 |
18.38 |
0.26 |
0.26 |
0.26 |
2.41 |
48,830 |
21 |
12-31-22 |
15.12 |
0.19•
|
(2.70) |
(2.51) |
0.21 |
1.73 |
— |
1.94 |
— |
10.67 |
(16.32) |
0.26 |
0.26 |
0.26 |
1.55 |
44,053 |
19 |
12-31-21 |
13.88 |
0.16•
|
2.01 |
2.17 |
0.31 |
0.62 |
— |
0.93 |
— |
15.12 |
15.96 |
0.27 |
0.27 |
0.27 |
1.12 |
53,917 |
21 |
12-31-20 |
13.08 |
0.27 |
1.43 |
1.70 |
0.36 |
0.54 |
— |
0.90 |
— |
13.88 |
14.11 |
0.26 |
0.26 |
0.26 |
2.07 |
51,526 |
27 |
12-31-19 |
11.81 |
0.31•
|
2.22 |
2.53 |
0.30 |
0.96 |
— |
1.26 |
— |
13.08 |
22.09 |
0.26 |
0.26 |
0.26 |
2.48 |
47,961 |
40 |
Voya
Retirement Moderate Growth Portfolio | |||||||||||||||||
Class
ADV |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
9.87 |
0.22• |
1.26 |
1.48 |
0.15 |
0.80 |
— |
0.95 |
— |
10.40 |
15.37 |
0.77 |
0.66 |
0.66 |
2.15 |
1,247,175 |
17 |
12-31-22 |
13.71 |
0.13•
|
(2.37) |
(2.24) |
0.16 |
1.44 |
— |
1.60 |
— |
9.87 |
(16.30) |
0.76 |
0.65 |
0.65 |
1.13 |
1,243,439 |
18 |
12-31-21 |
12.79 |
0.10•
|
1.64 |
1.74 |
0.24 |
0.58 |
— |
0.82 |
— |
13.71 |
13.92 |
0.77 |
0.66 |
0.66 |
0.77 |
1,720,105 |
20 |
12-31-20 |
12.10 |
0.20•
|
1.29 |
1.49 |
0.27 |
0.53 |
— |
0.80 |
— |
12.79 |
13.15 |
0.76 |
0.65 |
0.65 |
1.66 |
1,736,505 |
28 |
12-31-19 |
10.97 |
0.23•
|
1.91 |
2.14 |
0.23 |
0.78 |
— |
1.01 |
— |
12.10 |
20.02 |
0.76 |
0.65 |
0.65 |
1.98 |
1,769,060 |
39 |
Class
I |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
9.74 |
0.26• |
1.24 |
1.50 |
0.20 |
0.80 |
— |
1.00 |
— |
10.24 |
15.79 |
0.27 |
0.27 |
0.27 |
2.58 |
25,794 |
17 |
12-31-22 |
13.58 |
0.18•
|
(2.36) |
(2.18) |
0.22 |
1.44 |
— |
1.66 |
— |
9.74 |
(16.01) |
0.26 |
0.26 |
0.26 |
1.59 |
23,397 |
18 |
12-31-21 |
12.67 |
0.16•
|
1.62 |
1.78 |
0.29 |
0.58 |
— |
0.87 |
— |
13.58 |
14.41 |
0.27 |
0.27 |
0.27 |
1.20 |
28,228 |
20 |
12-31-20 |
12.00 |
0.25 |
1.27 |
1.52 |
0.32 |
0.53 |
— |
0.85 |
— |
12.67 |
13.59 |
0.26 |
0.26 |
0.26 |
2.10 |
24,726 |
28 |
12-31-19 |
10.90 |
0.29 |
1.87 |
2.16 |
0.28 |
0.78 |
— |
1.06 |
— |
12.00 |
20.40 |
0.26 |
0.26 |
0.26 |
2.41 |
22,520 |
39
|
|
|
Income
(loss)
from
investment
operations |
|
Less
distributions |
|
|
|
|
Ratios
to average net assets |
Supplemental
data | |||||||
|
Net asset value,
beginning of year or period |
Net investment income
(loss) |
Net realized and
unrealized gain (loss) |
Total from investment
operations |
From net investment
income |
From net realized
gains |
From return of
capital |
Total
distributions |
Payment from
affiliate |
Net asset value, end
of year or period |
Total
Return(1) |
Expenses before
reductions/additions(2)(3) |
Expenses net of fee
waivers and/or recoupments, if any(2)(3) |
Expenses net of
all reductions/additions(2)(3) |
Net investment
income (loss)(3) |
Net assets, end of
year or period |
Portfolio turnover
rate |
Year or Period
ended |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
($) |
(%) |
(%) |
(%) |
(%) |
(%) |
($000's) |
(%) |
Voya
Retirement Moderate Portfolio | |||||||||||||||||
Class
ADV |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
9.29 |
0.25• |
0.77 |
1.02 |
0.16 |
0.44 |
— |
0.60 |
— |
9.71 |
11.24 |
0.77 |
0.61 |
0.61 |
2.65 |
686,476 |
19 |
12-31-22 |
12.63 |
0.14•
|
(2.04) |
(1.90) |
0.19 |
1.25 |
— |
1.44 |
— |
9.29 |
(15.17) |
0.77 |
0.61 |
0.61 |
1.33 |
710,975 |
19 |
12-31-21 |
12.24 |
0.12•
|
1.03 |
1.15 |
0.24 |
0.52 |
— |
0.76 |
— |
12.63 |
9.64 |
0.78 |
0.62 |
0.62 |
0.94 |
962,098 |
26 |
12-31-20 |
11.55 |
0.20•
|
1.14 |
1.34 |
0.25 |
0.40 |
— |
0.65 |
— |
12.24 |
12.17 |
0.77 |
0.61 |
0.61 |
1.73 |
988,153 |
28 |
12-31-19 |
10.51 |
0.22•
|
1.54 |
1.76 |
0.22 |
0.50 |
— |
0.72 |
— |
11.55 |
17.14 |
0.77 |
0.61 |
0.61 |
1.96 |
1,008,727 |
31 |
Class
I |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
12-31-23 |
9.43 |
0.29• |
0.78 |
1.07 |
0.20 |
0.44 |
— |
0.64 |
— |
9.86 |
11.61 |
0.27 |
0.27 |
0.27 |
3.00 |
21,708 |
19 |
12-31-22 |
12.81 |
0.18•
|
(2.07) |
(1.89) |
0.24 |
1.25 |
— |
1.49 |
— |
9.43 |
(14.87) |
0.27 |
0.27 |
0.27 |
1.70 |
21,276 |
19 |
12-31-21 |
12.40 |
0.17•
|
1.05 |
1.22 |
0.29 |
0.52 |
— |
0.81 |
— |
12.81 |
10.05 |
0.28 |
0.28 |
0.28 |
1.31 |
26,121 |
26 |
12-31-20 |
11.70 |
0.24 |
1.15 |
1.39 |
0.29 |
0.40 |
— |
0.69 |
— |
12.40 |
12.51 |
0.27 |
0.27 |
0.27 |
2.06 |
22,906 |
28 |
12-31-19 |
10.64 |
0.25 |
1.58 |
1.83 |
0.27 |
0.50 |
— |
0.77 |
— |
11.70 |
17.56 |
0.27 |
0.27 |
0.27 |
2.35 |
21,441 |
31 |
Voya Investors
Trust |
811-05629 |
Voya Retirement
Conservative Portfolio
Voya Retirement
Growth Portfolio
Voya Retirement
Moderate Growth Portfolio
Voya Retirement
Moderate Portfolio |
|