Vy Jpmorgan Small Fund Quote
| IJSIX Fund | USD 17.20 0.21 1.21% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Vy Jpmorgan is trading at 17.20 as of the 18th of December 2024; that is 1.21 percent decrease since the beginning of the trading day. The fund's open price was 17.41. Vy Jpmorgan has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 28th of May 2023 and ending today, the 18th of December 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000 Index stocks at the time of purchase.. More on Vy Jpmorgan Small
Moving against IJSIX Mutual Fund
IJSIX Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Voya Funds, Large Funds, Small Blend Funds, Small Growth Funds, Small Blend, Voya, Large, Small Blend (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy Jpmorgan Small [IJSIX] is traded in USA and was established 18th of December 2024. Vy Jpmorgan is listed under Voya category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Voya family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 836.48 M in assets under management (AUM) with no minimum investment requirementsVy Jpmorgan Small is currently producing year-to-date (YTD) return of 16.89% with the current yeild of 0.0%, while the total return for the last 3 years was 4.03%.
Check Vy Jpmorgan 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 IJSIX 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 IJSIX 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 Jpmorgan Small 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 Jpmorgan Small Mutual Fund Constituents
| PTEN | Patterson UTI Energy | Stock | Energy | |
| CTLT | Catalent | Stock | Health Care | |
| FHN | First Horizon National | Stock | Financials | |
| WSC | Willscot Mobile Mini | Stock | Industrials | |
| QTWO | Q2 Holdings | Stock | Information Technology | |
| RLI | RLI Corp | Stock | Financials | |
| CNK | Cinemark Holdings | Stock | Communication Services | |
| WTFC | Wintrust Financial | Stock | Financials |
Vy Jpmorgan Top Holders
| ISNSX | Voya Solution 2050 | Mutual Fund | Target-Date 2050 | |
| IAGIX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAGSX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAGTX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAGAX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| VYRMX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| IAVSX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| IAVAX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity |
Vy Jpmorgan Small Risk Profiles
| Mean Deviation | 0.7751 | |||
| Semi Deviation | 0.7844 | |||
| Standard Deviation | 1.13 | |||
| Variance | 1.27 |
Vy Jpmorgan Against Markets
Other Information on Investing in IJSIX Mutual Fund
Vy Jpmorgan financial ratios help investors to determine whether IJSIX 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 IJSIX with respect to the benefits of owning Vy Jpmorgan security.
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