IVSOX Mutual Fund (Voya SmallCap Opportunities Portfolio Initial) is managed by Voya Investment Management with $136.5M in net assets. IVSOX expense ratio is 0.92%, holding 102 positions across sectors including Industrials, Health Care, Information Technology. Inception date: 1994-05-06.

IVSOX performance shows a YTD return of 24.48%. The 1-year return is 51.83% and the 5-year return is 15.97%. IVSOX dividend yield stands at 1.48%, paid semi-annually.

IVSOX top holdings include Casella Waste Systems, Inc., Class A (2.4%), Alignment Healthcare (2.2%), Onto Innovation Inc Npv (2.1%), Blackrock Fedfund (2.1%), Granite Reit - Units (2.1%). View all IVSOX holdings, sector breakdown, or dividend history.

IVSOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IVSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.