IRSOX Mutual Fund

IRSOX Mutual Fund (Voya Target Retirement 2040 Fund Class I) is managed by Voya Investment Management with $12.9M in net assets. IRSOX expense ratio is 0.36%, holding 14 positions across sectors including Financials. Inception date: 2012-12-20.

IRSOX performance shows a YTD return of 9.15%. The 1-year return is 19.49% and the 5-year return is 8.68%. IRSOX dividend yield stands at 12.48%, paid annually.

IRSOX top holdings include Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (45.5%), Vanguard Ftse Developed Markets ETF (15.3%), Voya Intermediate Bond R6 (10.9%), Voya Multi-manager International Equity Fund (8.1%), Ishares Core S&P Mid-cap ETF (4.0%). Go to all IRSOX holdings, IRSOX sectors, or IRSOX dividends.

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