IFAAX Mutual Fund

IFAAX Mutual Fund (Meeder Conservative Allocation Fund Adviser Class) is managed by Meeder with $19.7M in net assets. IFAAX expense ratio is 1.20%, holding 211 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2016-10-31.

IFAAX performance shows a YTD return of 1.19%. The 1-year return is 2.81% and the 5-year return is 2.76%. IFAAX dividend yield stands at 2.86%, paid quarterly.

IFAAX top holdings include Baird Core Plus Bond Inst (13.9%), Ishares 7-10 Year Treasury Bond ETF (9.6%), Cash And Equivalents (8.1%), Cash Offset For Futures Contracts (7.0%), Fidelity Total Bond (6.9%). Go to all IFAAX holdings, IFAAX sectors, or IFAAX dividends.

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