Vy T Rowe Fund Quote

IAXIX Fund  USD 11.97  0.09  0.75%   

Performance

16 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 17

 
High
 
Low
Low
Vy T is trading at 11.97 as of the 18th of December 2024; that is 0.75 percent decrease since the beginning of the trading day. The fund's open price was 12.06. Vy T has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 18th of November 2024 and ending today, the 18th of December 2024. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in the equity securities of companies having a market capitalization within the range of companies in the Russell Midcap Growth Index or the SP MidCap 400 Index at the time of purchase. More on Vy T Rowe

Moving against IAXIX Mutual Fund

  0.75INGBX Voya Global BondPairCorr
  0.75INTIX Voya International IndexPairCorr
  0.62ILBAX Voya Bond IndexPairCorr
  0.62ILUAX Voya Bond IndexPairCorr
  0.57ILABX Voya Bond IndexPairCorr
  0.46IMBAX Voya Limited MaturityPairCorr

IAXIX Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Voya (View all Sectors)
Update Date31st of December 2024
Vy T Rowe [IAXIX] is traded in USA and was established 18th of December 2024. Vy T is listed under Voya category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Voya family. This fund currently has accumulated 1.07 B in assets under management (AUM) with no minimum investment requirementsVy T Rowe is currently producing year-to-date (YTD) return of 30.75%, while the total return for the last 3 years was 7.61%.
Check Vy T Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IAXIX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IAXIX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Vy T Rowe Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Vy T Rowe Mutual Fund Constituents

ZTSZoetis IncStockHealth Care
SWKSSkyworks SolutionsStockInformation Technology
FLTFleetcor TechnologiesStockFinancials
MCKMcKessonStockHealth Care
CBOECboe Global MarketsStockFinancials
DXCMDexCom IncStockHealth Care
CNCCentene CorpStockHealth Care
SBACSBA Communications CorpStockReal Estate
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Vy T Top Holders

IAVTXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
IAVSXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
IAVAXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
IAVIXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
VYRMXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
More Details

Vy T Rowe Risk Profiles

Vy T Against Markets

Other Information on Investing in IAXIX Mutual Fund

Vy T financial ratios help investors to determine whether IAXIX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in IAXIX with respect to the benefits of owning Vy T security.
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