IUASX Mutual Fund

IUASX Mutual Fund (VY Invesco Equity and Income Portfolio Class S) is managed by Voya Investment Management with $20.7M in net assets. IUASX expense ratio is 0.89%, holding 312 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2001-12-10.

IUASX performance shows a YTD return of 4.54%. The 1-year return is 8.94% and the 5-year return is 5.83%. IUASX dividend yield stands at 1.53%.

IUASX top holdings include Amazon.Com Inc (2.5%), BlackRock Liquidity Funds FedFund Institutional Shares (2.5%), Us Treas Nts 4.375% 07/31/31 (2.4%), Microsoft Corp (2.4%), Us Treasury N/B 08/29 4.25 (2.2%). Go to all IUASX holdings, IUASX sectors, or IUASX dividends.

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