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, Health Care, Consumer Staples. 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 11.90%. IWEDX dividend yield stands at 6.28%, paid quarterly.

IWEDX top holdings include Chevron Corp (5.0%), Alphabet Inc. C (4.5%), Procter & Gamble Company (3.6%), Duke Energy Corp (2.9%), Coca Cola Co. (2.7%). 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.