IIFAX Mutual Fund

IIFAX Mutual Fund (Voya Balanced Income Fund Class R) is managed by Voya Investment Management with $48.6M in net assets. IIFAX expense ratio is 1.08%, holding 409 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2006-12-29.

IIFAX performance shows a YTD return of 4.09%. The 1-year return is 9.00% and the 5-year return is 5.84%. IIFAX dividend yield stands at 9.51%, paid annually.

IIFAX top holdings include Voya Core Bond Etf (29.3%), Voya Multi-Sector Income Etf (28.7%), Ishares Core S&P Mid-cap ETF (4.5%), Nvidia Corp. (2.1%), Alphabet Inc Common Stock USD 0.001 (1.8%). Go to all IIFAX holdings, IIFAX sectors, or IIFAX dividends.

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