Voya Target Retirement 2040 Fund (IRSOX) Alternatives
Voya Target Retirement 2040 Fund (IRSOX) 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 IRSOX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IRSOX
IRSOX charges 0.23% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among IRSOX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | IRSOX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | IRSOX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | IRSOX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | IRSOX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | IRSOX vs FCQTX |
Best Risk-Adjusted Alternatives to IRSOX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | IRSOX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | IRSOX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | IRSOX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | IRSOX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | IRSOX vs FRHMX |
Top Performing IRSOX Alternatives (YTD)
IRSOX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | IRSOX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | IRSOX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | IRSOX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | IRSOX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | IRSOX vs FYTKX |
Lowest Volatility Alternatives to IRSOX
IRSOX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | IRSOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | IRSOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | IRSOX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | IRSOX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | IRSOX vs FRAMX |
Lowest Drawdown Alternatives to IRSOX
IRSOX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | IRSOX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | IRSOX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | IRSOX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | IRSOX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | IRSOX vs FRHMX |
Other Mutual Funds from Voya
Most popular Voya mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 44 | 15.27% | Nov 18, 1935 | IRSOX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 17 | -13.34% | May 1, 2009 | IRSOX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 8 | -5.90% | Dec 18, 2007 | IRSOX vs IEDAX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 11 | -4.86% | Feb 3, 1998 | IRSOX vs VYMSX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 38 | -0.79% | Dec 15, 1998 | IRSOX vs IIBAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 38 | -0.72% | May 1, 2009 | IRSOX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 26 | -8.38% | Mar 10, 2008 | IRSOX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 88 | 1.94% | Jan 2, 2006 | IRSOX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 54 | -1.94% | May 3, 2004 | IRSOX vs IPHYX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 21 | -7.12% | May 3, 2004 | IRSOX vs INGIX |
Often Compared With IRSOX
What investors most often compare with IRSOX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Fund | Diversified Portfolio | 58 | -4.20% | Nov 9, 1992 | IRSOX vs VBINX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | IRSOX vs SCHD | |
| American Funds EuroPacific Growth Fund Class R-6 | Foreign Large Cap Equities, Large Cap Growth Equities | 57 | -5.45% | — | IRSOX vs RERGX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | -5.21% | Feb 28, 2008 | IRSOX vs LTFIX | |
| Fidelity Managed Retirement 2010 Fund Class K | Target Retirement Date | 83 | -0.48% | Aug 1, 2019 | IRSOX vs FRQKX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | -4.20% | Feb 28, 2001 | IRSOX vs PTDIX | |
| Fidelity Managed Retirement Income Fund | Target Retirement Date | 83 | -0.50% | Aug 30, 2007 | IRSOX vs FIRMX | |
| Voya Large Cap Growth Portfolio | Large Cap Growth Equities | 12 | -14.02% | May 3, 2004 | IRSOX vs IEOSX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | Target Retirement Date | 59 | -3.42% | Nov 6, 2013 | IRSOX vs JRLVX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 39 | -5.09% | Feb 28, 2001 | IRSOX vs PPLIX |
Compare IRSOX with Any Fund or Stock
Compare IRSOX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.