VIIVX Mutual Fund
VIIVX Mutual Fund
VIIVX Mutual Fund
Venerable Moderate Appreciation Allocation Fund Class V
VIIVX Mutual Fund Overview
VIIVX Mutual Fund (Venerable Moderate Appreciation Allocation Fund Class V) is managed by Venerable. VIIVX expense ratio is 0.85%, holding 4 positions across various sectors. Inception date: 2025-09-05.
VIIVX performance shows a YTD return of 6.96%.. VIIVX dividend yield stands at 0.48%, paid annually.
VIIVX top holdings include Venerable Us Large Cap Strategic Equity Fund (30.6%), Venerable Us Large Cap Core Equity Fund (30.4%), Venerable High Yield Fund (19.7%), Venerable Strategic Bond Fund (19.3%). Go to all VIIVX holdings, VIIVX sectors, or VIIVX dividends.
VIIVX can be compared against other funds. Use VIIVX overlap to find shared positions, or VIIVX vs another fund for a side-by-side view. VIIVX alternatives are available via the screener, along with tax-loss harvesting opportunities.