IBPSX Mutual Fund

IBPSX Mutual Fund

NAV$14.18
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Fund Essentials

Net Assets
$2M
Expense Ratio
1.03%
Dividend Yield (Current)
2.99%
Holdings
1,652
Inception Date
May 29, 2003
Fund Family
Voya Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+9.23%
1 Year+12.46%
3 Year+2.64%
5 Year+6.98%
10 Year+6.49%

Asset Allocation

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

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Dividend Yield (Current)
2.99%
Frequency
Annually
Latest Distribution
$0.52
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Peer Comparison

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

IBPSX Mutual Fund Overview

IBPSX Mutual Fund (Voya Balanced Portfolio Class S) is managed by Voya Investment Management with $1.8M in net assets. IBPSX expense ratio is 1.03%, holding 1652 positions across various sectors. Inception date: 2003-05-29.

IBPSX performance shows a YTD return of 9.23%. The 1-year return is 12.46% and the 5-year return is 6.98%. IBPSX dividend yield stands at 2.99%, paid annually.

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

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