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IBPSX Voya Balanced Port S

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Fund IBPSX Voya Balanced Port S TMAIX Thrivent Moderate Allocation S  
100% 86%
Annual Fees
(0.93% Exp. Ratio)
(0.73% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.25% annual return
$26,335.82 $27,978.38
Est. savings over 30 yrs +$1,642.56
As of 12/31/16
1 YR RETURN 7.62%
3 YR 3.73%
5 YR 8.06%
10 YR 4.02%
1 YR RETURN 8.66%
3 YR 4.58%
5 YR 8.21%
10 YR 5.06%
The investment seeks total return consisting of capital appreciation (both realized and unrealized) and current income; long-term capital appreciation is the secondary consideration. The Portfolio seeks to achieve its investment objectives by investing in a diversified portfolio of various asset classes and investment strategies managed by the sub-adviser ("Sub-Adviser"). The Portfolio may invest in domestic and international securities, including emerging markets securities, which may be denominated in foreign currencies or in the U.S. dollar.
The investment seeks long-term capital growth while providing reasonable stability of principal. The fund pursues its objective by investing in a combination of underlying funds and directly held financial instruments. It allocates 35%-75% of its assets in equity securities, and 25%-55% in debt securities. The fund may also enter into credit default swap agreements on security indexes. It may enter into standardized derivatives contracts traded on domestic or foreign securities exchanges, boards of trade, or similar entities, and non-standardized derivatives contracts traded in the over-the-counter market.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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