IWEDX Mutual Fund

IWEDX Mutual Fund (Voya Large Cap Value Fund Class W) is managed by Voya Investment Management with $4.5M in net assets. IWEDX expense ratio is 0.61%, holding 70 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2009-06-01.

IWEDX performance shows a YTD return of 14.02%. The 1-year return is 17.10% and the 5-year return is 10.90%. IWEDX dividend yield stands at 0.83%, paid quarterly.

IWEDX top holdings include Amazon.com Inc (7.2%), Microsoft Corp (6.2%), JPMorgan Chase & Co (3.8%), Philip Morris International Inc (2.9%), Apple Inc (2.8%). 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.