Vy Jpmorgan Small Fund Quote

IJSIX Fund  USD 15.19  0.34  2.29%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
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Low
Vy(r) Jpmorgan is trading at 15.19 as of the 16th of March 2025; that is 2.29 percent increase since the beginning of the trading day. The fund's open price was 14.85. Vy(r) Jpmorgan has about a 21 % 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 16th of December 2024 and ending today, the 16th of March 2025. 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 Vy(r) Mutual Fund

  0.39ILMBX Voya Limited MaturityPairCorr
  0.38ILBAX Voya Bond IndexPairCorr
  0.37ILBPX Voya Limited MaturityPairCorr
  0.37IMBAX Voya Limited MaturityPairCorr
  0.36ILABX Voya Bond IndexPairCorr
  0.36ILUAX Voya Bond IndexPairCorr

Vy(r) Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Funds, Small Blend Funds, Small Blend, Voya, Large, Small Blend (View all Sectors)
Update Date31st of March 2025
Vy Jpmorgan Small [IJSIX] is traded in USA and was established 16th of March 2025. Vy(r) 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. 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 2.67% with the current yeild of 0.01%, while the total return for the last 3 years was 3.33%.
Check Vy(r) 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 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 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

ATRAptarGroupStockMaterials
EHCEncompass Health CorpStockHealth Care
CNKCinemark HoldingsStockCommunication Services
WSCWillscot Mobile MiniStockIndustrials
MSAMSA SafetyStockIndustrials
WTFCWintrust FinancialStockFinancials
TTCToro CoStockIndustrials
PORPortland General ElectricStockUtilities
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Vy(r) Jpmorgan Top Holders

ISNSXVoya Solution 2050Mutual FundTarget-Date 2050
IAGIXVoya Solution ModeratelyMutual FundAllocation--70% to 85% Equity
IAGSXVoya Solution ModeratelyMutual FundAllocation--70% to 85% Equity
IAGTXVoya Solution ModeratelyMutual FundAllocation--70% to 85% Equity
IAGAXVoya Solution ModeratelyMutual FundAllocation--70% to 85% Equity
VYRMXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
IAVSXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
IAVAXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
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Vy Jpmorgan Small Risk Profiles

Vy(r) Jpmorgan Against Markets

Other Information on Investing in Vy(r) Mutual Fund

Vy(r) Jpmorgan 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) Jpmorgan security.
Portfolio Rebalancing
Analyze risk-adjusted returns against different time horizons to find asset-allocation targets
Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance