IBSAX Mutual Fund

IBSAX Mutual Fund (VY Baron Growth Portfolio Advisor Class) is managed by Voya Investment Management with $101.6M in net assets. IBSAX expense ratio is 1.50%, holding 42 positions across sectors including Information Technology, Consumer Discretionary, Financials. Inception date: 2002-05-01.

IBSAX performance shows a YTD return of -11.74%. The 1-year return is -19.93% and the 5-year return is 1.32%. IBSAX dividend yield stands at 133.55%, paid annually.

IBSAX top holdings include Msci Inc. Class A (9.4%), Figs Inc Pp (8.2%), Guidewire Software Inc (6.1%), Arch Capital Group Ltd 5.450% (5.7%), Idexx Labs (5.6%). Go to all IBSAX holdings, IBSAX sectors, or IBSAX dividends.

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