IWEDX Mutual Fund

IWEDX Mutual Fund (Voya Large Cap Value Fund Class W) is managed by Voya Investment Management with $4.8M in net assets. IWEDX expense ratio is 0.61%, holding 71 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2009-06-01.

IWEDX performance shows a YTD return of 9.04%. The 1-year return is 14.86% and the 5-year return is 11.44%. IWEDX dividend yield stands at 0.85%, paid quarterly.

IWEDX top holdings include Amazon.Com Inc (7.1%), Microsoft Corp (5.5%), Jpmorgan Chase (4.3%), Chevron Corp (2.8%), Apple, Inc (2.7%). Go to all IWEDX holdings, IWEDX sectors, or IWEDX dividends.

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