IFAIX Mutual Fund

IFAIX Mutual Fund (Meeder Conservative Allocation Fund Institutional Class) is managed by Meeder with $142.6M in net assets. IFAIX expense ratio is 1.27%, holding 211 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2016-10-31.

IFAIX performance shows a YTD return of 1.23%. The 1-year return is 2.88% and the 5-year return is 2.72%. IFAIX dividend yield stands at 2.84%, paid quarterly.

IFAIX 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 IFAIX holdings, IFAIX sectors, or IFAIX dividends.

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