ISWAX Mutual Fund

ISWAX Mutual Fund (Voya Solution Income Portfolio Advisor Class) is managed by Voya Investment Management with $77.6M in net assets. ISWAX expense ratio is 1.18%, holding 19 positions across sectors including Financials. Inception date: 2005-04-29.

ISWAX performance shows a YTD return of 2.08%. The 1-year return is 3.89% and the 5-year return is 2.85%. ISWAX dividend yield stands at 2.59%, paid annually.

ISWAX top holdings include Voya Intermediate Bond Fund (23.9%), Vy T. Rowe Price Capital Appreciation Portfolio - Class R6 (10.1%), Goldman Sachs Bond Portfolio (9.1%), Voya Short Term Bond Fund (8.1%), Voya US Stock Index Portfolio (8.0%). Go to all ISWAX holdings, ISWAX sectors, or ISWAX dividends.

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