Vy(r) Columbia is trading at 17.47 as of the 1st of December 2024; that is 0.58 percent increase since the beginning of the trading day. The fund's open price was 17.37. Vy(r) Columbia has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Vy Umbia Contrarian are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 12th of December 2022 and ending today, the 1st of December 2024. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common stocks. In addition, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the sub-adviser believes are undervalued and have the potential for long-term growth and current income. More on Vy Umbia Contrarian
Vy Umbia Contrarian [ISFIX] is traded in USA and was established 1st of December 2024. Vy(r) Columbia is listed under Voya category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Voya family. This fund currently has accumulated 305.84 M in assets under management (AUM) with no minimum investment requirementsVy Umbia Contrarian is currently producing year-to-date (YTD) return of 24.39% with the current yeild of 0.0%, while the total return for the last 3 years was 10.79%.
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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 Umbia Contrarian 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.
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Columbia 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) Columbia security.