ITRAX Mutual Fund

ITRAX Mutual Fund

NAV$23.06
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Fund Essentials - as of Dec 31, 2025

Net Assets
$2.0B
Expense Ratio
1.25%
Dividend Yield (Current)
15.98%
Holdings
277
Inception Date
Dec 16, 2003
Fund Family
Voya Investment Management
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Semi-Annually

Performance

YTD+5.51%
1 Year+8.59%
3 Year+10.58%
5 Year+7.12%
10 Year+10.25%

Asset Allocation

Stocks: 61.50%
Bonds: 32.64%
Other: 5.85%
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Top Holdings

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TickerNameWeight
MSFTMicrosoft Corp4.58%
NVDANvidia Corp.4.36%
AAPLApple, Inc3.96%
GOOGAlphabet Inc. C3.85%
AMZNAmazon.Com Inc3.63%
Top 10 Concentration: 36.32%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
15.98%
Frequency
Semi-Annually
Latest Distribution
$0.14
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ITRAX Mutual Fund Overview

ITRAX Mutual Fund (VY T. Rowe Price Capital Appreciation Portfolio Advisor Class) is managed by Voya Investment Management with $2.05B in net assets. ITRAX expense ratio is 1.25%, holding 277 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2003-12-16.

ITRAX performance shows a YTD return of 5.51%. The 1-year return is 8.59% and the 5-year return is 7.12%. ITRAX dividend yield stands at 15.98%, paid semi-annually.

ITRAX top holdings include Microsoft Corp (4.6%), Nvidia Corp. (4.4%), Apple, Inc (4.0%), Alphabet Inc. C (3.9%), Amazon.Com Inc (3.6%). Go to all ITRAX holdings, ITRAX sectors, or ITRAX dividends.

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