Mutual Funds with an Advantage Voya Select Advantage IRA Mutual Fund Custodial Account
Mutual Funds with an Advantage Voya Select Advantage IRA Mutual Fund Custodial Account Allocating a Voya Select Advantage IRA Ac Fund# Voya Select Advantage IRA is a mutual fund custodial account designed for your retirement assets. It works similar to a retirement plan you may already be familiar with. You pick your mutual fund choices from a predetermined list of options and see the progress of your investments on your quarterly statements or by going online. How is my money invested? Voya Select Advantage IRA gives you the freedom to invest your way. You can select many well-known mutual funds from some of the top managers in the industry for minimal fees*. This means: ĀĀ No front-end loads ĀĀ No back-end fees ĀĀ No transaction fees ĀĀ No deferred sales charges ĀĀ No transfer-out fees Please remember that investments in mutual funds involve investment risk, including risk of loss of principal. Fund shares are not obligations, deposits, or accounts of a bank and are not guaranteed by a bank. In addition, fund shares are not insured by the Federal Deposit Insurance Corporation, the Federal Reserve Bank Board, or any other agency. *Fund operating expenses also apply. Accounts with values less than $15,000 will incur a $50 annual maintenance fee. An annual recordkeeping fee of 0.50%-0.60% applies to all accounts. Fund Name and Asset Class Ticker Symbol Asset Allocation Fund-of-Funds 1729 Voya Retirement Conservative Portfolio - Adviser Class 1730 Voya Retirement Moderate Portfolio - Adviser Class 1731 Voya Retirement Moderate Growth Portfolio - Adviser Class 1732 Voya Retirement Growth Portfolio - Adviser Class 6929 Lord Abbett Multi-Asset Balanced Opportunity Fund - R3 Class 6930 Lord Abbett Multi-Asset Growth Fund - R3 Class 6857 Lord Abbett Multi-Asset Income Fund - R3 Class Balanced/Asset Allocation 1742 VY Franklin Income Portfolio - Adviser Class 1744 VY Franklin Templeton Founding Strategy Portfolio - Adviser Class 269 VY Invesco Equity and Income Portfolio - Adviser Class 2425 Janus Balanced Fund - R Class 8069 PIMCO All Asset Fund - R Class 320 VY T. Rowe Price Capital Appreciation Portfolio - Adviser Class 3452 WBI Absolute Return Balanced Fund - No Load Shares Bond 1598 American Funds The Bond Fund of AmericaSM - F - 1 Class 7282 BlackRock High Yield Bond Portfolio - R Class 7529 Calvert Bond Portfolio - A Class 7561 Fidelity® Advisor Strategic Income Fund - T Class 6541 Deutsche High Income Fund- R Class 6543 Deutsche Ultra-Short Duration Fund - A Class 3190 Eaton Vance Government Obligations Fund - R Class 1721 VY BlackRock Inflation Protected Bond Portfolio - Adviser Class 2242 Voya Floating Rate Fund - R Class 363 Voya GNMA Income Fund - A Class 8479 Voya Intermediate Bond Portfolio - Adviser Class 1929 Voya Limited Maturity Bond Portfolio - Adviser Class 1938 Loomis Sayles Strategic Income Fund - Admin Class 1568 Lord Abbett Bond Debenture Fund - R3 Class 1020 Voya High Yield Portfolio - Advisor Class 1532 PIMCO Total Return Fund - R Class 3785 Ivy High Income Fund - R Class 3541 Principal Income Fund - R1 Class 3454 Prudential Short-Term Corporate Bond Fund, Inc. - R Class 6928 Fidelity® Advisor Emerging Markets Income Fund - Class T International 2035 American Funds EuroPacific Growth Fund® - F -1 Class 3632 Aberdeen Emerging Markets Fund - R Class 364 Voya International Value Equity Fund - A Class 1550 Voya International Index Portfolio - Adviser Class 366 Voya Multi-Manager International Small Cap Fund - A Class 1048 VY JPMorgan Emerging Markets Equity Portfolio - Adviser Class 1047 VY T. Rowe Price International Stock Portfolio - Adviser Class IRCAX IRMPX IRMGX IRGPX BLARX LGIRX LIXRX IIFAX ITFAX IUAAX JDBRX PATRX ITRAX WBADX BFAFX BHYRX CSIBX FSIAX KHYRX SDUAX ERGOX IBRAX IFRRX LEXNX IIBPX IMBAX NEZAX LBNRX IPYAX PTRRX IYHIX PIOMX JDTRX FAEMX AEGFX GEMRX NAWGX IIIAX NTKLX IJEAX IMIOX ccounts Fund# Fund Name and Asset Class Ticker Symbol 1587 VY Templeton Foreign Equity Portfolio - Adviser Class IFTAX 9209 Oppenheimer Developing Markets Fund - R Class ODVNX 7989 Oppenheimer International Growth Fund - R Class OIGNX 3450 Lord Abbett International Dividend Income Fund - R3 Class LIRRX Large-Cap Blend 7109 American Funds Fundamental Investors SM - F-1 Class AFIFX 272 VY Columbia Contrarian Core Portfolio - Adviser Class ISBAX 1383 Voya Growth and Income Portfolio - Adviser Class IAVGX 3191 WBI Absolute Return Dividend Growth Fund - No Load Shares WBIDX Large-Cap Growth 2033 American Funds The Growth Fund of America® - F-1 Class GFAFX 7305 Calvert Equity Portfolio - A Class CSIEX 2170 Fidelity® Advisor New Insights Fund - T Class FNITX 2714 Voya Russell™ Large Cap Growth Index Portfolio IRLSX Service Class 256 VY T. Rowe Price Growth Equity Portfolio - Adviser Class IGEAX 1775 Voya Large Cap Growth Portfolio - Adviser Class IEOPX Large-Cap Value 2037 American Funds Washington Mutual Investors Fund SM WSHFX F-1 Class 7272 BlackRock Equity Dividend Fund - R Class MRDVX 1374 Eaton Vance Large-Cap Value Fund - R Class ERSTX 321 VY Invesco Growth and Income Portfolio - Adviser Class IVGAX 2326 Voya Large Cap Value Portfolio - Adviser Class IPEAX 3634 Prudential Jennison Equity Income Fund - R Class PJERX 2711 Voya Russell™ Large Cap Value Index Portfolio IRVSX Service Class 316 VY T. Rowe Price Equity Income Portfolio - Adviser Class ITEAX Mid-Cap Blend 1559 Voya Russell™ Mid Cap Index Portfolio - Adviser Class IRMAX 3542 Principal MidCap Fund - R1 Class PMSBX Mid-Cap Growth 2385 Eaton Vance Atlanta Capital SMID-Cap Fund - R Class ERSMX 1206 VY FMRSM Diversified Mid Cap Portfolio - Adviser Class IFDMX 8474 Voya Mid-Cap Opportunities Portfolio - Adviser Class IAMOX 442 VY Baron Growth Portfolio - Adviser Class IBSAX 2422 Ivy Mid Cap Growth Fund - R Class WMGRX 2243 Royce Premier Fund - R Class RPRRX Mid-Cap Value 441 VY JPMorgan Mid Cap Value Portfolio - Adviser Class IJMAX 447 VY American Century Mid Cap Value Portfolio - Adviser Class IASAX Money Market 620 Voya Liquid Assets Portfolio - Service 2 Class ITLXX Other 1848 Federated Prudent Bear Fund - A Class BEARX 2319 Forester Value Fund - R Class FVRLX 1754 JPMorgan Research Market Neutral Fund - A Class JMNAX 6927 Deutsche Select Alternative Allocation Fund - R Class SELRX Fund# Fund Name and Asset Class Ticker Symbol Sector 6217 BlackRock Health Sciences Opportunities Portfolio - R Class BHSRX 1725 VY Clarion Global Real Estate Portfolio - Adviser Class ICRNX 1111 VY Clarion Real Estate Portfolio - Adviser Class ICRPX 2039 Voya Global Resources Portfolio - Adviser Class IGRAX 6218 Ivy Energy Fund - R Class IYEFX 8002 Oppenheimer Gold & Special Minerals Fund - R Class OGMNX 2268 PIMCO Commodity Real Return Strategy Fund - R Class PCSRX 6219 Prudential Financial Services Fund - R Class PSSRX 6540 Prudential Jennison Utility Fund - R Class JDURX 3750 Ivy Science and Technology Fund - R Class WSTRX Small-Cap Blend 2196 Fidelity ® Advisor Small Cap Fund - T Class FSCTX 315 VY JPMorgan Small Cap Core Equity Portfolio - Adviser Class IJSAX 9235 Royce Total Return Fund - R Class RTRRX 1562 Voya Russell™ Small Cap Index Portfolio - Adviser Class IRSIX Small-Cap Growth 6542 Deutsche Small Cap Growth - R Class SSDGX 9241 Voya SmallCap Opportunities Portfolio - Adviser Class ISOPX 3633 Ivy Small Cap Growth Fund - R Class WSGRX Small-Cap Value 1216 VY Columbia Small Cap Value II Portfolio - Adviser Class ICSAX Target Date Fund-of-Funds 745 Voya Solution 2015 Portfolio - Adviser Class ISOAX 749 Voya Solution 2025 Portfolio - Adviser Class ISZAX 760 Voya Solution 2035 Portfolio - Adviser Class ISQAX 763 Voya Solution 2045 Portfolio - Adviser Class ISRAX 1169 Voya Solution 2055 Portfolio - Adviser Class IASPX 766 Voya Solution Income Portfolio - Adviser Class ISWAX World Allocation 1572 American Funds Capital Income Builder® - F-1 Class CIBFX 1620 BlackRock Global Allocation Fund, Inc. - R Class MRLOX 3907 Voya Global Perspectives Fund - R Class IRPVX 1922 Voya Global Target Payment Fund - A Class IGPAX 3199 Invesco Balanced Risk Allocation Fund - A Class ABRZX 8501 Ivy Asset Strategy Fund - Y Class WASYX World Bond 1746 Voya Global Bond Fund - A Class INGBX 1437 Oppenheimer International Bond Fund - R Class OIBNX 1756 PIMCO Global Advantage Strategy Bond Fund - R Class PSBRX 178 Templeton Global Bond Fund - A Class TPINX World Stock 1933 VY DFA World Equity Portfolio - Adviser Class IFPAX 1752 VY Morgan Stanley Global Franchise Portfolio - Adviser Class IGFAX 445 VY Oppenheimer Global Portfolio - Adviser Class IGMAX 1753 Voya Global Value Advantage Portfolio - Adviser Class IGHAX An investment in the Voya Liquid Assets Portfolio is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency. Although the Portfolio seeks to preserve the value of the investment at $1 per share, it is possible to lose money by investing in the Portfolio. You should consider the investment objectives, risks, charges and expenses of the mutual funds offered through a retirement plan, carefully before investing. The prospectuses contain this and other information, and can be obtained by contacting your local representative. Please read the prospectuses carefully before investing. With Voya Select Advantage IRA, you have the freedom to choose your investments, access to well-known fund managers and easier account management with quarterly statements and online account access. Investments in international firms present risks not associated with investing domestically, such as currency fluctuation, political risk, differences in accounting practices and limited information. Investments in funds like Prudential Jennison Utility Portfolio could pose greater volatility inherent in a portfolio which concentrates its investments in one economic sector or geographical region. Stocks of small, small-emerging and intermediate-size companies may have less liquidity than those of larger, established companies and may be subject to greater price volatility and risk than the overall stock market. Portfolios that invest in high-yield securities are subject to greater credit risk and price fluctuations than portfolios that invest in higher-quality securities. Please refer to the underlying fund prospectus for more information regarding risks associated with the portfolios. Investments in specialty portfolios may entail greater risks, which are more fully described in the prospectus. Voya Institutional Trust Company is the custodian for mutual fund custodial accounts distributed by Voya Financial Advisers, LLC (member SIPC) or other broker-dealers with which it has a wholesaling or selling agreement. Recordkeeping services provided by Voya Retirement Insurance and Annuity Company (Windsor, CT). All named companies are members of the Voya™ family of companies. Other than the Voya companies identified, no other entities, whether distributing or listed on the material, are affiliated with the Voya™ family of companies. May Lose Value | Not A Deposit Of A Bank | Not Bank Guaranteed | Not FDIC/NCUA Insured | Not Insured By Any Federal Government Agency ©2014 Voya Services Company. All rights reserved. CN0708-19955-0716 154630 10/17/2014 Voya.com
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