Vy Franklin Income Fund Quote

IIFIX Fund  USD 10.15  0.16  1.55%   

Performance

1 of 100

 
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Odds Of Distress

Less than 23

 
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Vy Franklin is trading at 10.15 as of the 19th of December 2024; that is 1.55 percent decrease since the beginning of the trading day. The fund's open price was 10.31. Vy Franklin has about a 23 % 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 24th of March 2024 and ending today, the 19th of December 2024. Click here to learn more.
Under normal market conditions, the manager intends to invest approximately 60 percent of its assets in debt securities and approximately 40 percent of its assets in equity securities . The Portfolio may also invest in derivatives, including options, futures, index futures, swaps , and currency forwards, as a substitute for taking a position in an underlying asset, to make tactical asset allocations, to seek to minimize risk, to enhance returns, andor assist in managing cash.. More on Vy Franklin Income

Moving against IIFIX Mutual Fund

  0.41INTIX Voya International IndexPairCorr
  0.39INGBX Voya Global BondPairCorr

IIFIX Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Value Funds, Allocation--30% to 50% Equity Funds, Allocation--30% to 50% Equity, Voya (View all Sectors)
Update Date31st of December 2024
Vy Franklin Income [IIFIX] is traded in USA and was established 19th of December 2024. Vy Franklin is listed under Voya category by Fama And French industry classification. The fund is listed under Allocation--30% to 50% Equity category and is part of Voya family. This fund currently has accumulated 413.7 M in assets under management (AUM) with no minimum investment requirementsVy Franklin Income is currently producing year-to-date (YTD) return of 14.89% with the current yeild of 0.01%, while the total return for the last 3 years was 3.74%.
Check Vy Franklin 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 IIFIX 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 IIFIX 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 Franklin Income 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 Franklin Income Mutual Fund Constituents

VZVerizon CommunicationsStockCommunication Services
FFord MotorStockConsumer Discretionary
CVXChevron CorpStockEnergy
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
NVDANVIDIAStockInformation Technology
MSFTMicrosoftStockInformation Technology
JPMJPMorgan Chase CoStockFinancials
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Vy Franklin Income Risk Profiles

Vy Franklin Against Markets

Other Information on Investing in IIFIX Mutual Fund

Vy Franklin financial ratios help investors to determine whether IIFIX 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 IIFIX with respect to the benefits of owning Vy Franklin security.
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