IFAIX Mutual Fund
IFAIX Mutual Fund
Meeder Conservative Allocation Fund Institutional Class
IFAIX Mutual Fund Overview
IFAIX Mutual Fund (Meeder Conservative Allocation Fund Institutional Class) is managed by Meeder with $134.8M in net assets. IFAIX expense ratio is 1.27%, holding 190 positions across sectors including Unknown, Other, Financials. Inception date: 2016-10-31.
IFAIX performance shows a YTD return of 3.38%. The 1-year return is 9.04% and the 5-year return is 3.67%. IFAIX dividend yield stands at 3.94%, paid quarterly.
IFAIX top holdings include Skandinaviska Enskilda Banken Ab, London 2026-10-13 (17.2%), Fidelity Total Bond (14.8%), Baird Core Plus Bond Inst (14.8%), Fidelity Advisor Capital & Inc (10.5%), Spdr Bloomberg Barclays High Yield Bond ETF (6.9%). View all IFAIX holdings, sector breakdown, or dividend history.
IFAIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IFAIX alternatives are available via the screener, along with tax-loss harvesting opportunities.