Vy Oppenheimer Global Fund Quote
| IOGPX Fund | USD 7.01 0.04 0.57% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vy(r) Oppenheimer is trading at 7.01 as of the 26th of February 2025; that is 0.57% down since the beginning of the trading day. The fund's open price was 7.05. Vy(r) Oppenheimer 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 27th of January 2025 and ending today, the 26th of February 2025. Click here to learn more.
Under normal market conditions, the Portfolio invests mainly in common stocks of U.S. and foreign companies and normally will invest in at least three countries. It is not required to allocate any set percentage of its investments in any particular country and can invest, without limit, in foreign securities of any country, including countries with developing or emerging markets. More on Vy Oppenheimer Global
Moving together with Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Blend Funds, World Large-Stock Growth Funds, World Large-Stock Growth, Voya (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy Oppenheimer Global [IOGPX] is traded in USA and was established 26th of February 2025. Vy(r) Oppenheimer is listed under Voya category by Fama And French industry classification. The fund is listed under World Large-Stock Growth category and is part of Voya family. This fund currently has accumulated 1.64 B in assets under management (AUM) with no minimum investment requirementsVy Oppenheimer Global is currently producing year-to-date (YTD) return of 3.65%, while the total return for the last 3 years was 6.4%.
Check Vy(r) Oppenheimer 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 Oppenheimer Global 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 Oppenheimer Global Mutual Fund Constituents
| NNDNF | Nidec | Pink Sheet | Specialty Industrial Machinery | |
| C | Citigroup | Stock | Financials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| SPGI | SP Global | Stock | Financials | |
| PYPL | PayPal Holdings | Stock | Financials | |
| META | Meta Platforms | Stock | Communication Services | |
| KYCCF | Keyence | Pink Sheet | Scientific & Technical Instruments |
Vy Oppenheimer Global Risk Profiles
| Mean Deviation | 0.6729 | |||
| Semi Deviation | 0.8994 | |||
| Standard Deviation | 0.8922 | |||
| Variance | 0.796 |
Vy(r) Oppenheimer Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Oppenheimer 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) Oppenheimer security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges |