IUAIX Mutual Fund

IUAIX Mutual Fund (VY Invesco Equity and Income Portfolio Initial) is managed by Voya Investment Management with $414.0M in net assets. IUAIX expense ratio is 0.64%, holding 312 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2001-12-10.

IUAIX performance shows a YTD return of 4.75%. The 1-year return is 9.18% and the 5-year return is 6.11%. IUAIX dividend yield stands at 1.75%.

IUAIX top holdings include Amazon.Com Inc (2.5%), BlackRock Liquidity Funds FedFund Institutional Shares (2.5%), Us Treas Nts 4.375% 07/31/31 (2.4%), Microsoft Corp (2.4%), Us Treasury N/B 08/29 4.25 (2.2%). Go to all IUAIX holdings, IUAIX sectors, or IUAIX dividends.

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