IFAIX Mutual Fund

IFAIX Mutual Fund (Meeder Conservative Allocation Fund Institutional Class) is managed by Meeder with $140.1M in net assets. IFAIX expense ratio is 1.27%, holding 211 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2016-10-31.

IFAIX performance shows a YTD return of 4.04%. The 1-year return is 7.74% and the 5-year return is 2.72%. IFAIX dividend yield stands at 3.94%, paid quarterly.

IFAIX top holdings include Fidelity Total Bond (14.1%), Baird Core Plus Bond Inst (14.0%), Fidelity Advisor Capital & Inc (10.5%), Meeder Government (8.5%), SPDR Bloomberg High Yield Bond ETF (6.6%). 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.