Voya Balanced Income Portfolio (IIFIX) Alternatives
Voya Balanced Income Portfolio (IIFIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with IIFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to IIFIX
IIFIX charges 0.60% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among IIFIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | IIFIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | IIFIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | IIFIX vs TSAIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | IIFIX vs BWBIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | IIFIX vs FYMIX |
Best Risk-Adjusted Alternatives to IIFIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | IIFIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | IIFIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | IIFIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | IIFIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | IIFIX vs PMAIX |
Top Performing IIFIX Alternatives (YTD)
IIFIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | IIFIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | IIFIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | IIFIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | IIFIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | IIFIX vs CONWX |
Lowest Volatility Alternatives to IIFIX
IIFIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | IIFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | IIFIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | IIFIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | IIFIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | IIFIX vs SICIX |
Lowest Drawdown Alternatives to IIFIX
IIFIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | IIFIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | IIFIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | IIFIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | IIFIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | IIFIX vs SICIX |
Other Mutual Funds from Voya
Most popular Voya mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Voya Corporate Leaders Trust Fund | Large Cap Value Equities | 44 | 15.27% | Nov 18, 1935 | IIFIX vs LEXCX | |
| Voya Russell Large Cap Growth Index Portfolio | Large Cap Growth Equities | 17 | -13.34% | May 1, 2009 | IIFIX vs IRLNX | |
| Voya Large Cap Value Fund | Large Cap Value Equities | 8 | -5.90% | Dec 18, 2007 | IIFIX vs IEDAX | |
| Voya Mid Cap Research Enhanced Index Fund | Mid Cap Blend Equities | 11 | -4.86% | Feb 3, 1998 | IIFIX vs VYMSX | |
| Voya Intermediate Bond Fund | Intermediate Core-Plus Bond | 38 | -0.79% | Dec 15, 1998 | IIFIX vs IIBAX | |
| Voya Russell Large Cap Value Index Portfolio | Large Cap Value Equities | 38 | -0.72% | May 1, 2009 | IIFIX vs IRVIX | |
| Voya Russell Large Cap Index Portfolio | Large Cap Blend Equities | 26 | -8.38% | Mar 10, 2008 | IIFIX vs IIRLX | |
| Voya International High Dividend Low Volatility Po... | Foreign Large Cap Equities | 88 | 1.94% | Jan 2, 2006 | IIFIX vs IFTIX | |
| Voya High Yield Portfolio | High Yield Bonds | 54 | -1.94% | May 3, 2004 | IIFIX vs IPHYX | |
| Voya U.S. Stock Index Portfolio | Large Cap Blend Equities | 21 | -7.12% | May 3, 2004 | IIFIX vs INGIX |
Often Compared With IIFIX
What investors most often compare with IIFIX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | IIFIX vs FCNTX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | IIFIX vs WWWEX | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | IIFIX vs EKBAX | |
| Voya Large Cap Growth Portfolio | Large Cap Growth Equities | 12 | -14.02% | May 3, 2004 | IIFIX vs IEOSX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | IIFIX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | IIFIX vs TPDAX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | IIFIX vs MAANX |
Compare IIFIX with Any Fund or Stock
Compare IIFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.