IETFX Mutual Fund
IETFX Mutual Fund
IETFX Mutual Fund
Morningstar Income and Growth ETF Asset Allocation Portfolio
IETFX Mutual Fund Overview
IETFX Mutual Fund (Morningstar Income and Growth ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $38.0M in net assets. IETFX expense ratio is 0.84%, holding 22 positions across sectors including Financials. Inception date: 2007-04-30.
IETFX performance shows a YTD return of 3.74%. The 1-year return is 5.96% and the 5-year return is 4.20%. IETFX dividend yield stands at 2.33%.
IETFX top holdings include Eaton Vance Total Return Bond Etf (14.5%), Vanguard Morningstar Total Stock Market Etf (12.0%), Ishares Core S&p 500 ETF (10.5%), Jpmorgan Core Plus Bond Fund (10.1%), Vanguard Total Bond Market ETF (8.0%). Go to all IETFX holdings, IETFX sectors, or IETFX dividends.
IETFX can be compared against other funds. Use IETFX overlap to find shared positions, or IETFX vs another fund for a side-by-side view. IETFX alternatives are available via the screener, along with tax-loss harvesting opportunities.