IVSOX Mutual Fund

IVSOX Mutual Fund (Voya SmallCap Opportunities Portfolio Initial) is managed by Voya Investment Management with $136.5M in net assets. IVSOX expense ratio is 0.92%, holding 102 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1994-05-06.

IVSOX performance shows a YTD return of 13.96%. The 1-year return is 33.07% and the 5-year return is 7.49%. IVSOX dividend yield stands at 13.04%, paid semi-annually.

IVSOX 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 IVSOX holdings, IVSOX sectors, or IVSOX dividends.

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