IFAAX Mutual Fund

IFAAX Mutual Fund (Meeder Conservative Allocation Fund Adviser Class) is managed by Meeder with $20.2M in net assets. IFAAX expense ratio is 1.20%, holding 190 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2016-10-31.

IFAAX performance shows a YTD return of 3.06%. The 1-year return is 8.36% and the 5-year return is 3.70%. IFAAX dividend yield stands at 4.05%, paid quarterly.

IFAAX top holdings include Fidelity Total Bond (14.1%), Baird Core Plus Bond Inst (14.0%), Fidelity Advisor Capital & Inc (10.5%), Forward Foreign Currency Contract (8.5%), SPDR Bloomberg High Yield Bond ETF (6.6%). Go to all IFAAX holdings, IFAAX sectors, or IFAAX dividends.

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