IFAIX Mutual Fund

IFAIX Mutual Fund (Meeder Conservative Allocation Fund Institutional Class) is managed by Meeder with $137.2M in net assets. IFAIX expense ratio is 1.27%, holding 190 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2016-10-31.

IFAIX performance shows a YTD return of 2.36%. The 1-year return is 7.64% and the 5-year return is 3.39%. IFAIX dividend yield stands at 3.98%, paid quarterly.

IFAIX top holdings include Skandinaviska Enskilda Banken Ab, London 2026-10-13 (17.2%), Fidelity Total Bond (14.8%), Baird Core Plus Bond Inst (14.8%), Fidelity Advisor Capital & Inc (10.5%), Spdr Bloomberg Barclays High Yield Bond ETF (6.9%). Go to all IFAIX holdings, IFAIX sectors, or IFAIX dividends.

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