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IDXCX Voya Index Solution 2020 Port S

3 lower fee alternatives found

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Fund IDXCX Voya Index Solution 2020 Port S VTWNX Vanguard Target Retirement 2020 Inv TRRBX T. Rowe Price Retirement 2020  
100% 98% 98%
Annual Fees
(0.76% Exp. Ratio)
(0.14% Exp. Ratio)
(0.66% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.57% annual return
$22,811.97 $27,498.38 $23,511.75
Est. savings over 30 yrs +$4,686.40 +$699.77
As of 12/31/16
1 YR RETURN 6.26%
3 YR 3.87%
5 YR 7.24%
10 YR --
1 YR RETURN 6.95%
3 YR 4.39%
5 YR 8.17%
10 YR 4.99%
1 YR RETURN 7.41%
3 YR 4.19%
5 YR 8.96%
10 YR 5.19%
The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2020. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of underlying funds which are passively managed index funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire around the year 2020.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2020 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks the highest total return over time consistent with an emphasis on both capital growth and income. The fund invests in a diversified portfolio of other T. Rowe Price stock and bond funds that represent various asset classes and sectors. Its allocation between T. Rowe Price stock and bond funds will change over time in relation to its target retirement date. The fund is managed based on the specific retirement year (target date 2020) included in its name and assumes a retirement age of 65. While the fund is non-diversified, it invests in diversified underlying holdings.

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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".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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