
The fund primarily aims to provide investors with a steady flow of income, while also pursuing capital appreciation as a secondary goal. Its investment strategy typically focuses on income-generating securities. These assets include equity instruments like common stocks that pay dividends, and debt instruments such as interest-bearing bonds. Generally, at least 60% of the fund's assets will be invested in common stocks and other types of equity securities. The fund also has the flexibility to allocate up to 30% of its portfolio to equity securities from companies located outside the United States, including those in developing economies.
Is IFAFX's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
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