VIIVX Mutual Fund

VIIVX Mutual Fund

NAV$11.14
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Fund Essentials

Net Assets
-
Expense Ratio
0.85%
Dividend Yield (Current)
0.49%
Holdings
0
Inception Date
Sep 5, 2025
Fund Family
Venerable
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+5.32%
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Dividend Summary

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Dividend Yield (Current)
0.49%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VIIVX Mutual Fund Overview

VIIVX Mutual Fund (Venerable Moderate Appreciation Allocation Fund Class V) is managed by Venerable. VIIVX expense ratio is 0.85%, various sectors. Inception date: 2025-09-05.

VIIVX performance shows a YTD return of 5.32%.. VIIVX dividend yield stands at 0.49%, paid annually.

VIIVX top holdings include a diversified portfolio. 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.