Vy Jpmorgan Small Fund Quote
| IJSIX Fund | USD 15.19 0.34 2.29% |
PerformanceVery Weak
| Odds Of DistressLow
|
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
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Funds, Small Blend Funds, Small Blend, Voya, Large, Small Blend (View all Sectors) |
| Update Date | 31st 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
| ATR | AptarGroup | Stock | Materials | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| CNK | Cinemark Holdings | Stock | Communication Services | |
| WSC | Willscot Mobile Mini | Stock | Industrials | |
| MSA | MSA Safety | Stock | Industrials | |
| WTFC | Wintrust Financial | Stock | Financials | |
| TTC | Toro Co | Stock | Industrials | |
| POR | Portland General Electric | Stock | Utilities |
Vy(r) Jpmorgan Top Holders
| ISNSX | Voya Solution 2050 | Mutual Fund | Target-Date 2050 | |
| IAGIX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAGSX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAGTX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAGAX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| VYRMX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| IAVSX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| IAVAX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity |
Vy Jpmorgan Small Risk Profiles
| Mean Deviation | 0.8234 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.24 | |||
| Risk Adjusted Performance | (0.18) |
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.
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