Voya Index Solution 2040 Portfolio (IDXLX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IDXLX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to IDXLX
IDXLX charges 0.20% annually. There are 171 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | IDXLX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | IDXLX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | IDXLX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | IDXLX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | IDXLX vs LTRIX |
Best Risk-Adjusted Alternatives to IDXLX
IDXLX has a PortfoliosLab risk / return rank of 73. There are 52 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | IDXLX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | IDXLX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | IDXLX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | IDXLX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | IDXLX vs FRAMX |
Top Performing IDXLX Alternatives (YTD)
IDXLX is at 9.91% YTD. There are 279 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | IDXLX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | IDXLX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | IDXLX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | IDXLX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | IDXLX vs FVTKX |
Lowest Volatility Alternatives to IDXLX
IDXLX has 11.36% 1-year volatility. There are 379 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | IDXLX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | IDXLX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | IDXLX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | IDXLX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | IDXLX vs FIKFX |
Lowest Drawdown Alternatives to IDXLX
IDXLX has a 1-year max drawdown of -8.24%. There are 374 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | IDXLX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | IDXLX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | IDXLX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | IDXLX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | IDXLX vs FRHMX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 68 | 23.42% | — | Nov 1935 | IDXLX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 22 | 4.94% | — | May 2009 | IDXLX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 45 | 11.16% | — | Dec 2007 | IDXLX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | 0.21% | — | Dec 1998 | IDXLX vs IIBAX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 39 | 1.19% | — | Sep 2015 | IDXLX vs ATLAX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 58 | 9.76% | — | Jan 2006 | IDXLX vs IFTIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 60 | 9.79% | — | Mar 2008 | IDXLX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | IDXLX vs IMCDX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 94 | 17.94% | — | May 2009 | IDXLX vs IRVIX | |
| Voya High Yield Portfolio | High Yield Bonds | 47 | 1.40% | — | May 2004 | IDXLX vs IPHYX |
Often Compared With IDXLX
Investors most often compare IDXLX with DRIJX, DRILX, FCTKX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare IDXLX with Any Fund or Stock
Compare IDXLX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair IDXLX with funds that move differently
Voya Index Solution 2040 Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to IDXLX.
Explore IDXLX Diversifiers