Vy Clarion Global Fund Quote

IRGIX Fund  USD 9.92  0.16  1.64%   

Performance

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Odds Of Distress

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Vy Clarion is trading at 9.92 as of the 23rd of December 2024; that is 1.64 percent increase since the beginning of the trading day. The fund's open price was 9.76. Vy Clarion 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 23rd of November 2024 and ending today, the 23rd of December 2024. Click here to learn more.
The Portfolio invests at least 80 percent of its net assets in a portfolio of equity securities of companies that are principally engaged in the real estate industry. The sub-adviser considers a company to be principally engaged in the real estate industry if the company derives at least 50 percent of its total revenue or earnings from owning, operating, developing, constructing, financing, managing, andor selling commercial, industrial, or residential real estate or has at least 50 percent of its assets invested in real estate.. More on Vy Clarion Global

Moving together with IRGIX Mutual Fund

  0.8ILABX Voya Bond IndexPairCorr
  0.85ILBAX Voya Bond IndexPairCorr
  0.85ILUAX Voya Bond IndexPairCorr
  0.65IMBAX Voya Limited MaturityPairCorr

Moving against IRGIX Mutual Fund

  0.61IMOPX Voya Midcap OpportunitiesPairCorr
  0.55INGIX Voya Stock IndexPairCorr
  0.32IMOZX Voya Midcap OpportunitiesPairCorr

IRGIX Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Funds, Global Real Estate Funds, Global Real Estate, Voya (View all Sectors)
Update Date31st of December 2024
Vy Clarion Global [IRGIX] is traded in USA and was established 23rd of December 2024. Vy Clarion is listed under Voya category by Fama And French industry classification. The fund is listed under Global Real Estate category and is part of Voya family. This fund currently has accumulated 232.66 M in assets under management (AUM) with no minimum investment requirementsVy Clarion Global is currently producing year-to-date (YTD) return of 2.89% with the current yeild of 0.03%, while the total return for the last 3 years was -3.37%.
Check Vy Clarion 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 IRGIX 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 IRGIX 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 Clarion 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 Clarion Global Mutual Fund Constituents

SUISun CommunitiesStockReal Estate
ORealty IncomeStockReal Estate
SPGSimon Property GroupStockReal Estate
EQREquity ResidentialStockReal Estate
PLDPrologisStockReal Estate
HLTHilton Worldwide HoldingsStockConsumer Discretionary
VNOVornado Realty TrustStockReal Estate
EXRExtra Space StorageStockReal Estate
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Vy Clarion Top Holders

IPSRXVoya Global PerspectivesMutual FundWorld Allocation
IPIRXVoya Global PerspectivesMutual FundWorld Allocation
IPARXVoya Global PerspectivesMutual FundWorld Allocation
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Vy Clarion Global Risk Profiles

Vy Clarion Against Markets

Other Information on Investing in IRGIX Mutual Fund

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