Vy Morgan Stanley Fund Quote
| IGFSX Fund | USD 15.35 0.01 0.07% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Vy(r) Morgan is trading at 15.35 as of the 2nd of January 2025; that is 0.07% down since the beginning of the trading day. The fund's open price was 15.36. Vy(r) Morgan has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 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.
The fund invests primarily in equity securities of issuers located throughout the world that the advisor believes have, among other things, sustainable competitive advantages, capable management and financial strength. It typically invests in issuers of equity securities with a market capitalization greater than 2 billion. More on Vy Morgan Stanley
Moving together with Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Voya (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy Morgan Stanley [IGFSX] is traded in USA and was established 2nd of January 2025. Vy(r) Morgan is listed under Voya category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Voya family. This fund currently has accumulated 403.75 M in assets under management (AUM) with no minimum investment requirementsVy Morgan Stanley is currently producing year-to-date (YTD) return of 9.64% with the current yeild of 0.0%, while the total return for the last 3 years was 1.5%.
Check Vy(r) Morgan 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 Morgan Stanley 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 Morgan Stanley Mutual Fund Constituents
| FOXA | Fox Corp Class | Stock | Communication Services | |
| KO | The Coca Cola | Stock | Consumer Staples | |
| ACN | Accenture plc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TMO | Thermo Fisher Scientific | Stock | Health Care | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology |
Vy Morgan Stanley Risk Profiles
| Mean Deviation | 0.3958 | |||
| Standard Deviation | 0.5433 | |||
| Variance | 0.2952 | |||
| Risk Adjusted Performance | (0.08) |
Vy(r) Morgan Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Morgan 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) Morgan security.
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