ISWAX Mutual Fund

ISWAX Mutual Fund

NAV$11.18
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Showing top 17 of 17 holdings · as of Mar 31, 2026
ISWAX holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1DebtVoya Intermediate Bond Fund
24.37%		24.4%13,351,836$116.96M--
2
VPRAX
Vy T. Rowe Price Capital Appreciation Portfolio - Class R6
10.06%		34.4%1,871,727$48.29M--
3DebtGoldman Sachs Bond Portfolio
8.90%		43.3%4,519,364$42.71M--
4
INGIX
Voya US Stock Index Portfolio
8.08%		51.4%1,926,857$38.79M--
5DebtVoya Short Term Bond Fund
7.91%		59.3%4,064,504$37.96M--
6
IIGIX
Voya Multi-manager International Equity Fund
7.08%		66.4%2,954,456$34.01M--
7
SCHP
Schwab US Tips ETFFinancials · Capital Markets
6.95%		73.3%1,253,995$33.37MFinancialsCapital Markets
8
VEA
Vanguard Ftse Developed Markets ETFFinancials · Capital Markets
4.07%		77.4%305,220$19.56MFinancialsCapital Markets
9DebtVoya High Yield Bond Fund
3.98%		81.4%2,766,100$19.09M--
10
IRLNX
Voya Russell Large Cap Growth Index Portfolio Class I
3.06%		84.5%188,641$14.67M--
11
IEDZX
Voya Large Cap Value Portfolio - Class R6
3.02%		87.5%1,100,067$14.48M--
12DebtVanguard Long-term Treasury ETF
2.99%		90.5%259,674$14.37M--
13DebtVanguard Total International Bond ETFFinancials · Capital Markets
2.98%		93.4%298,032$14.32MFinancialsCapital Markets
14DebtVY BlackRock Inflation Protected Bond Portfolio
2.96%		96.4%1,540,923$14.21M--
15
IEMGX
Voya Multi-manager Emerging Markets Equity Fund - Class I
2.01%		98.4%717,754$9.63M--
16
VWO
Vanguard Emerging Markets Stock Index Fund;EtfFinancials · Capital Markets
1.52%		99.9%135,304$7.31MFinancialsCapital Markets
17—Bank Of New York Institutional Cash Reserves Deposit
0.07%		100.0%313,681$313.7K--
Not reported for this fund: share changes.

ISWAX Mutual Fund All Holdings

ISWAX holdings total 17 positions. The top 10 holdings account for 84.5% of the fund, led by Voya Intermediate Bond Fund at 24.4%, Vy T. Rowe Price Capital Appreciation Portfolio - Class R6 at 10.1%, Goldman Sachs Bond Portfolio at 8.9%.

ISWAX portfolio concentration is relatively high, with the top 10 representing 84.5% of total assets. The largest sector exposure is Financials at 15.5%.

ISWAX sectors provide a detailed breakdown. ISWAX overlap shows how holdings compare to other funds in your portfolio.