IRSOX Mutual Fund

IRSOX Mutual Fund (Voya Target Retirement 2040 Fund Class I) is managed by Voya Investment Management with $5.0M in net assets. IRSOX expense ratio is 0.37%, holding 15 positions across sectors including Financials. Inception date: 2012-12-20.

IRSOX performance shows a YTD return of 8.96%. The 1-year return is 11.01% and the 5-year return is 7.99%. IRSOX dividend yield stands at 12.51%, paid annually.

IRSOX top holdings include Fidelity 500 Index Fund Fidelity 500 Index-inst Prm (46.8%), Vanguard Ftse Developed Markets ETF (13.3%), Voya Intermediate Bond R6 (10.8%), Voya Multi-manager International Equity Fund Class I (9.9%), Ishares Core S&P Mid-cap ETF (3.9%). Go to all IRSOX holdings, IRSOX sectors, or IRSOX dividends.

IRSOX can be compared against other funds. Use IRSOX overlap to find shared positions, or IRSOX vs another fund for a side-by-side view. IRSOX alternatives are available via the screener, along with tax-loss harvesting opportunities.