IETFX Mutual Fund
NAV$10.88
AUM$39M
TER0.84%
Holdings22
IETFX Mutual Fund
NAV$10.88
Morningstar Income and Growth ETF Asset Allocation Portfolio
AUM$39M
TER0.84%
Holdings22
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Showing 10 of 22 holdings(as of Mar 31, 2026)Top 10 Weight: 77.70%
IETFX Mutual Fund Top Holdings
IETFX holdings top 10 positions. The top 10 holdings account for 77.7% of the fund, led by Vanguard Total Bond Market ETF at 19.2%, Vanguard Total Stock Market ETF at 12.8%, Eaton Vance Total Return Bond ETF - Class USD INC at 10.0%.
IETFX portfolio concentration is relatively high, with the top 10 representing 77.7% of total assets. The largest sector exposure is Financials at 64.7%.
IETFX sector allocation provides a detailed breakdown. IETFX overlap tool shows how holdings compare to other funds in your portfolio.