IBPIX Mutual Fund

NAV$13.89

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%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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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. View all IBPIX holdings, sector breakdown, or dividend history.

IBPIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IBPIX alternatives are available via the screener, along with tax-loss harvesting opportunities.