Vy T Rowe Fund Quote
| ITRAX Fund | USD 26.29 0.30 1.13% |
PerformanceVery Weak
| Odds Of DistressLow
|
Vy(r) T is trading at 26.29 as of the 30th of March 2025; that is 1.13 percent down since the beginning of the trading day. The fund's open price was 26.59. Vy(r) T has about a 23 % 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 30th of December 2024 and ending today, the 30th of March 2025. Click here to learn more.
Under normal market conditions, the Portfolio pursues an active asset allocation strategy whereby investments are allocated among three asset classes equity securities, debt instruments, and money market instruments. The Portfolio invests at least 50 percent of its total assets in common stocks. More on Vy T Rowe
Moving together with Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | AllianceBernstein Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, AllianceBernstein (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 31st of January 2020 |
| Fiscal Year End | October |
Vy T Rowe [ITRAX] is traded in USA and was established 30th of March 2025. Vy(r) T is listed under AllianceBernstein category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of AllianceBernstein family. This fund currently has accumulated 4.09 B in assets under management (AUM) with no minimum investment requirementsVy T Rowe is currently producing year-to-date (YTD) return of 0.61% with the current yeild of 0.01%, while the total return for the last 3 years was 6.65%.
Check Vy(r) T 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 T Rowe 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 T Rowe Mutual Fund Constituents
| FIS | Fidelity National Information | Stock | Financials | |
| PCG | PGE Corp | Stock | Utilities | |
| BK | The Bank of | Stock | Financials | |
| ABT | Abbott Laboratories | Stock | Health Care | |
| HUM | Humana Inc | Etf | Health Care | |
| YUM | Yum Brands | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care |
Vy T Rowe Risk Profiles
| Mean Deviation | 0.4389 | |||
| Standard Deviation | 0.5591 | |||
| Variance | 0.3126 | |||
| Risk Adjusted Performance | (0.03) |
Vy(r) T Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) T 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) T security.
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