Vy Invesco Stock Fund Quote

IVKIX Fund  USD 21.36  0.26  1.23%   

Performance

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Weak
 
Strong

Odds Of Distress

Low

 
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Low
Vy(r) Invesco is trading at 21.36 as of the 19th of March 2025; that is 1.23 percent increase since the beginning of the trading day. The fund's open price was 21.1. Vy(r) Invesco has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common stocks, and in derivatives and other instruments that have economic characteristics similar to such securities. The Portfolio may invest in securities of issuers of any market capitalization and a substantial number of the issuers in which the Portfolio invests are large-capitalization issuers. More on Vy Invesco Stock

Vy(r) Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Value Funds, Large Value, Voya (View all Sectors)
Update Date31st of March 2025
Vy Invesco Stock [IVKIX] is traded in USA and was established 19th of March 2025. Vy(r) Invesco is listed under Voya category by Fama And French industry classification. The fund is listed under Large Value category and is part of Voya family. This fund currently has accumulated 550.8 M in assets under management (AUM) with no minimum investment requirementsVy Invesco Stock is currently producing year-to-date (YTD) return of 1.88% with the current yeild of 0.02%, while the total return for the last 3 years was 10.05%.
Check Vy(r) Invesco 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 Invesco Stock 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 Invesco Stock Mutual Fund Constituents

PNCPNC Financial ServicesStockFinancials
CCLCarnivalStockConsumer Discretionary
HCAHCA HoldingsEtfHealth Care
WFCWells FargoStockFinancials
QCOMQualcomm IncorporatedStockInformation Technology
PMPhilip Morris InternationalStockConsumer Staples
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
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Vy(r) Invesco Top Holders

ISSPXVoya Solution 2055Mutual FundTarget-Date 2055
VSPAXVoya Solution 2060Mutual FundTarget-Date 2060+
IASPXVoya Solution 2055Mutual FundTarget-Date 2055
IISPXVoya Solution 2055Mutual FundTarget-Date 2055
IAVIXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
VSQIXVoya Solution 2065Mutual FundTarget-Date 2065+
VSPSXVoya Solution 2060Mutual FundTarget-Date 2060+
IAVTXVoya Solution AggressiveMutual FundAllocation--85%+ Equity
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Vy Invesco Stock Risk Profiles

Vy(r) Invesco Against Markets

Other Information on Investing in Vy(r) Mutual Fund

Vy(r) Invesco 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) Invesco security.
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