IPSIX Mutual Fund

IPSIX Mutual Fund (Voya Index Plus SmallCap Portfolio Initial) is managed by Voya Investment Management with $201.0M in net assets. IPSIX expense ratio is 0.60%, holding 459 positions across sectors including Financials, Industrials, Information Technology. Inception date: 1997-12-19.

IPSIX performance shows a YTD return of 21.80%. The 1-year return is 27.10% and the 5-year return is 8.74%. IPSIX dividend yield stands at 8.91%, paid annually.

IPSIX top holdings include E-Mini Russ 2000 Sep26 (1.2%), Morgan Stanley Institutional L Msilf Government Port Inst (1.2%), Enova International Inc. (usd) (0.8%), Zurn Water Solutions Corporation (0.7%), Ryman Healthcare Limited (0.7%). Go to all IPSIX holdings, IPSIX sectors, or IPSIX dividends.

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