IIFSX Mutual Fund

IIFSX Mutual Fund (Voya Balanced Income Fund Class R3) is managed by Voya Investment Management with $170.4M in net assets. IIFSX expense ratio is 0.83%, holding 409 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2006-04-28.

IIFSX performance shows a YTD return of 4.15%. The 1-year return is 8.48% and the 5-year return is 5.04%. IIFSX dividend yield stands at 9.60%, paid annually.

IIFSX 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.Class A (1.8%). Go to all IIFSX holdings, IIFSX sectors, or IIFSX dividends.

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