Vy Umbia Small Fund Quote
| ICISX Fund | USD 16.94 0.06 0.36% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Vy(r) Columbia is trading at 16.94 as of the 2nd of January 2025; that is 0.36 percent increase since the beginning of the trading day. The fund's open price was 16.88. Vy(r) Columbia has about a 22 % 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 6th of July 2024 and ending today, the 2nd of January 2025. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000 Value Index , at the time of purchase, that the sub-adviser believes are undervalued and have the potential for long-term growth.. More on Vy Umbia Small
Moving against Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Funds, Small Value Funds, Small Value, Voya (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy Umbia Small [ICISX] is traded in USA and was established 2nd of January 2025. Vy(r) Columbia is listed under Voya category by Fama And French industry classification. The fund is listed under Small Value category and is part of Voya family. This fund currently has accumulated 203.95 M in assets under management (AUM) with no minimum investment requirementsVy Umbia Small is currently producing year-to-date (YTD) return of 11.62% with the current yeild of 0.02%, while the total return for the last 3 years was 3.11%.
Check Vy(r) Columbia 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 Vy(r) 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 Vy(r) 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 Umbia 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 Umbia Small Mutual Fund Constituents
| AWI | Armstrong World Industries | Stock | Industrials | |
| HWC | Hancock Whitney Corp | Stock | Financials | |
| UNFI | United Natural Foods | Stock | Consumer Staples | |
| THS | Treehouse Foods | Stock | Consumer Staples | |
| OVV | Ovintiv | Stock | Energy | |
| PLCE | Childrens Place | Stock | Consumer Discretionary | |
| FR | First Industrial Realty | Stock | Real Estate | |
| RCM | R1 RCM Inc | Stock | Health Care |
Vy Umbia Small Risk Profiles
| Mean Deviation | 0.7771 | |||
| Semi Deviation | 0.9955 | |||
| Standard Deviation | 1.23 | |||
| Variance | 1.52 |
Vy(r) Columbia Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Columbia financial ratios help investors to determine whether Vy(r) 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 Vy(r) with respect to the benefits of owning Vy(r) Columbia security.
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