IVIPX Mutual Fund

IVIPX Mutual Fund (VY Invesco Equity and Income Portfolio S2) is managed by Voya Investment Management with $4.4M in net assets. IVIPX expense ratio is 1.02%, holding 312 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2009-02-27.

IVIPX performance shows a YTD return of 6.97%. The 1-year return is 14.28% and the 5-year return is 7.27%. IVIPX dividend yield stands at 38.14%, paid semi-annually.

IVIPX top holdings include BlackRock Liquidity Funds FedFund Institutional Shares (5.5%), Treasury Note (Otr) 3.88% Mar 31, 2031 (2.5%), Us Treas Nts 3.5% 03/15/29 (2.4%), Wells Fargo & Co. (1.8%), Amazon.Com Inc (1.8%). Go to all IVIPX holdings, IVIPX sectors, or IVIPX dividends.

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