IWEDX Mutual Fund

IWEDX Mutual Fund (Voya Large Cap Value Fund Class W) is managed by Voya Investment Management with $4.8M in net assets. IWEDX expense ratio is 0.61%, holding 67 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2009-06-01.

IWEDX performance shows a YTD return of 12.44%. The 1-year return is 19.72% and the 5-year return is 11.84%. IWEDX dividend yield stands at 6.21%, paid quarterly.

IWEDX top holdings include Amazon.Com Inc (7.0%), Jpmorgan Chase (4.1%), Cisco Systems Inc. - Ordinary Shares (3.8%), International Business Machines Corp. (3.5%), Merck & Company Inc (2.5%). Go to all IWEDX holdings, IWEDX sectors, or IWEDX dividends.

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