Voya Solution Balanced Portfolio (ISGJX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ISGJX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to ISGJX
ISGJX charges 0.34% annually. There are 108 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | ISGJX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | ISGJX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 63.70B | Dec 2000 | ISGJX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | ISGJX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | ISGJX vs FYMIX |
Best Risk-Adjusted Alternatives to ISGJX
ISGJX has a PortfoliosLab risk / return rank of 60. There are 297 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | ISGJX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | ISGJX vs TIBIX | |
| Nuveen Flexible Income Fund | 96 | — | Dec 2009 | ISGJX vs NWQIX | |
| Davis Appreciation & Income Fund | 95 | — | Apr 1992 | ISGJX vs RPFCX | |
| Fidelity Strategic Real Return Fund | 95 | — | Sep 2005 | ISGJX vs FSRRX |
Top Performing ISGJX Alternatives (YTD)
ISGJX is at 6.25% YTD. There are 272 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 29.12%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 29.12% | — | Jan 1998 | ISGJX vs EKBAX | |
| ICON Equity Income Fund | 20.77% | — | May 2004 | ISGJX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 17.74% | — | Dec 2002 | ISGJX vs TIBIX | |
| Greenspring Fund | 16.72% | — | Jun 1983 | ISGJX vs GRSPX | |
| Bruce Fund | 16.02% | — | Mar 1968 | ISGJX vs BRUFX |
Lowest Volatility Alternatives to ISGJX
ISGJX has 8.94% 1-year volatility. There are 281 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | ISGJX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.81% | — | Nov 2003 | ISGJX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.91% | — | Apr 2012 | ISGJX vs SCLAX | |
| Ave Maria Bond Fund | 3.00% | — | Apr 2003 | ISGJX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | ISGJX vs CSTAX |
Lowest Drawdown Alternatives to ISGJX
ISGJX has a 1-year max drawdown of -6.49%. There are 297 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | ISGJX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | ISGJX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | ISGJX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | ISGJX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | ISGJX vs CSTAX |
Other Mutual Funds from Voya
The 10 most viewed Voya mutual funds shown here include LEXCX, IRLNX, IEDAX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 93 | 29.09% | — | Nov 1935 | ISGJX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 12 | -0.43% | — | May 2009 | ISGJX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 57 | 11.24% | — | Dec 2007 | ISGJX vs IEDAX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 14 | -0.71% | — | Dec 1998 | ISGJX vs IIBAX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 51 | 7.81% | — | Mar 2008 | ISGJX vs IIRLX | |
| Voya Emerging Markets Corporate Debt Fund | Emerging Markets Bonds | — | — | — | Aug 2012 | ISGJX vs IMCDX | |
| Atlas U.S. Tactical Income Fund | Diversified Portfolio | 33 | 0.37% | — | Sep 2015 | ISGJX vs ATLAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 96 | 19.97% | — | May 2009 | ISGJX vs IRVIX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities, Low Volatility | 89 | 15.40% | — | Jan 2006 | ISGJX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 44 | 0.59% | — | May 2004 | ISGJX vs IPHYX |
Often Compared With ISGJX
Investors most often compare ISGJX with BWBIX, FSIRX, FIQDX. These 16 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare ISGJX with Any Fund or Stock
Compare ISGJX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair ISGJX with funds that move differently
Voya Solution Balanced Portfolio alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to ISGJX.
Explore ISGJX Diversifiers