ISOPX Mutual Fund

ISOPX Mutual Fund (Voya SmallCap Opportunities Portfolio Advisor Class) is managed by Voya Investment Management with $52.8M in net assets. ISOPX expense ratio is 1.42%, holding 102 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 2008-11-20.

ISOPX performance shows a YTD return of 13.64%. The 1-year return is 32.38% and the 5-year return is 6.96%. ISOPX dividend yield stands at 17.33%, paid semi-annually.

ISOPX top holdings include Onto Innovation Inc (2.7%), Standex International Corp (2.5%), Brightspring Health (2.4%), Morgan Stanley Institutional Liquidity Funds - Government Portfolio - Institutional Class (2.2%), Five Below (2.1%). Go to all ISOPX holdings, ISOPX sectors, or ISOPX dividends.

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