My Investment Overview
Total Balance: $35,000.00 +$24 increase since Jan 1, 20XX
Personal Rate of Return: 7.16% (Year to Date)
My Investment Elections
| Fund Name | My Fund Balances | Year to Date Performance | Unit/Share Price | % Units/Shares |
|---|---|---|---|---|
| Bond Fund | $3,300.50 | +1% | 11.004128 | 299.9329 |
| Large Company Growth Fund | $11,828.00 | +12% | 33.662866 | 351.3664 |
| International Index Fund | $5,080.20 | +6% | 11.808994 | 430.1975 |
|
Fund Name |
Current Elections | |||
|---|---|---|---|---|
| ASSET ALLOCATION | ||||
| 0433 Voya Aggregate Bond Portfolio I | 20% | |||
| 1551 Voya International Index Port I | 10% | |||
| 0487 American Funds Growth Fnd R3 | 20% | |||
| 1557 Voya Russell Lrg Cap Index Port I | 20% | |||
| 1016 Voya Global Real Estate Fund A | 15% | |||
| STABILITY OF PRINCIPAL | ||||
| 0740 Voya Fixed Account | 15% | |||
| Total | 100% | |||
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Future Investment Elections
Changing future contributions?
You may want your future savings to go into different investment options than you have elected. By changing your future contributions you can allocate any 'new money' to different funds. Want to learn more about different investment vehicles?
One-Time Account Rebalance
Why redistribute your balance into new funds?
You may want your future savings to go into different investment options than you have elected. By changing your future contributions you can allocate any 'new money' to different funds. Want to learn more about different investment vehicles?
Automatic Account Rebalance
Why rebalance your account?
Over time shifts in the market might mean your investment selections have become 'out-of-balance' from your original election. When you choose to automatically rebalance it will help you stick to your plan even when markets swing. When your goals change, be sure to revisit and review how you are invested. Want to learn more about why rebalancing matters?
Fund to Fund Transfer
Move a specific amount of your account from one fund to another
This information is provided by Voya for your education only; it is not intended as investment advice. All investments are subject to risk. Please consult a financial professional before making an investment or insurance decision.