Vy T Rowe Fund Quote
| IGEAX Fund | USD 78.92 0.68 0.85% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Vy(r) T is trading at 78.92 as of the 2nd of January 2025; that is 0.85 percent down since the beginning of the trading day. The fund's open price was 79.6. Vy(r) T has about a 20 % 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 13th of January 2023 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 common stocks of large-capitalization companies. The Portfolio concentrates its investments in growth companies. The sub-adviser seeks investments in companies that have the ability to pay increasing dividends through strong cash flows and whose rates of earnings growth are considered above average. More on Vy T Rowe
Moving against Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Growth Funds, Large Growth, Voya (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy T Rowe [IGEAX] is traded in USA and was established 2nd of January 2025. Vy(r) T is listed under Voya category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Voya family. This fund currently has accumulated 1.99 B in assets under management (AUM) with no minimum investment requirementsVy T Rowe is currently producing year-to-date (YTD) return of 31.58%, while the total return for the last 3 years was 3.78%.
Check Vy(r) 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 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 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
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| SNAP | Snap Inc | Stock | Communication Services | |
| NFLX | Netflix | Stock | Communication Services | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials | |
| AAPL | Apple Inc | Stock | Information Technology |
Vy T Rowe Risk Profiles
| Mean Deviation | 0.7482 | |||
| Semi Deviation | 1.04 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.05 |
Vy(r) T Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) T 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) T security.
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