IASAX Mutual Fund

IASAX Mutual Fund (VY American Century Small-Mid Cap Value Portfolio Advisor Class) is managed by Voya Investment Management with $106.0M in net assets. IASAX expense ratio is 1.35%, holding 227 positions across sectors including Financials, Industrials, Health Care. Inception date: 2002-05-01.

IASAX performance shows a YTD return of 15.94%. The 1-year return is 20.84% and the 5-year return is 7.26%. IASAX dividend yield stands at 8.58%, paid annually.

IASAX top holdings include BlackRock Liquidity Funds FedFund Institutional Shares (2.0%), Kimberly-Clark Corp. (1.6%), Commerce Bancshares Inc (1.4%), Zimmer Biomet Holdings (1.4%), Henry Schein Inc (1.4%). Go to all IASAX holdings, IASAX sectors, or IASAX dividends.

IASAX can be compared against other funds. Use IASAX overlap to find shared positions, or IASAX vs another fund for a side-by-side view. IASAX alternatives are available via the screener, along with tax-loss harvesting opportunities.