IWEDX Mutual Fund
IWEDX Mutual Fund
Voya Large Cap Value Fund Class W
IWEDX Mutual Fund Overview
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 67 positions across sectors including Unknown, Financials, Health Care. Inception date: 2009-06-01.
IWEDX performance shows a YTD return of 9.82%. The 1-year return is 17.69% and the 5-year return is 11.58%. IWEDX dividend yield stands at 6.39%, paid quarterly.
IWEDX top holdings include CHEVRON CORP (5.0%), Alphabet Inc series C (4.5%), Procter & Gamble Co/The Pg Us Equity (3.6%), Duke Energy Corp (2.9%), The Coca-Cola Company (2.7%). View all IWEDX holdings, sector breakdown, or dividend history.
IWEDX can be compared against other funds using the overlap calculator or side-by-side comparison tool. IWEDX alternatives are available via the screener, along with tax-loss harvesting opportunities.