IBPIX Mutual Fund

IBPIX Mutual Fund

NAV$13.89
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Fund Essentials

Net Assets
$312M
Expense Ratio
0.78%
Dividend Yield (Current)
3.41%
Holdings
1,652
Inception Date
Apr 3, 1989
Fund Family
Voya Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+9.37%
1 Year+12.74%
3 Year+2.90%
5 Year+7.25%
10 Year+6.76%

Asset Allocation

Stocks: 35.40%
Bonds: 28.86%
Other: 35.74%
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Dividend Summary

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Dividend Yield (Current)
3.41%
Frequency
Annually
Latest Distribution
$0.56
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

IBPIX Mutual Fund Overview

IBPIX Mutual Fund (Voya Balanced Portfolio Initial) is managed by Voya Investment Management with $312.1M in net assets. IBPIX expense ratio is 0.78%, holding 1652 positions across various sectors. Inception date: 1989-04-03.

IBPIX performance shows a YTD return of 9.37%. The 1-year return is 12.74% and the 5-year return is 7.25%. IBPIX dividend yield stands at 3.41%, paid annually.

IBPIX top holdings include a diversified portfolio. Go to all IBPIX holdings, IBPIX sectors, or IBPIX dividends.

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