Vy Columbia Small Fund Quote
| VYRDX Fund | USD 18.09 0.08 0.44% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Vy Columbia is trading at 18.09 as of the 12th of December 2024; that is 0.44% increase since the beginning of the trading day. The fund's open price was 18.01. Vy Columbia has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000 Value Index , at the time of purchase, that the sub-adviser believes are undervalued and have the potential for long-term growth.. More on Vy Columbia Small
Moving against VYRDX Mutual Fund
VYRDX Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Voya Funds, Large Funds, Small Value Funds, Small Growth Funds, Small Value, Voya, Large, Small Value (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy Columbia Small [VYRDX] is traded in USA and was established 12th of December 2024. Vy Columbia is listed under Voya category by Fama And French industry classification. The fund is listed under Small Value category and is part of Voya family. The entity is thematically classified as Small Growth Funds. This fund at this time has accumulated 203.95 M in net assets with no minimum investment requirementsVy Columbia Small is currently producing year-to-date (YTD) return of 19.52% with the current yeild of 0.02%, while the total return for the last 3 years was 6.23%.
Check Vy Columbia 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 VYRDX 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 VYRDX 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 Columbia Small 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 Columbia Small Mutual Fund Constituents
| NXST | Nexstar Broadcasting Group | Stock | Communication Services | |
| VC | Visteon Corp | Stock | Consumer Discretionary | |
| SASR | Sandy Spring Bancorp | Stock | Financials | |
| CBU | Community Bank System | Stock | Financials | |
| RCM | R1 RCM Inc | Stock | Health Care | |
| SKYW | SkyWest | Stock | Industrials | |
| BLD | Topbuild Corp | Stock | Consumer Discretionary | |
| LITE | Lumentum Holdings | Stock | Information Technology |
Vy Columbia Small Risk Profiles
| Mean Deviation | 0.7838 | |||
| Semi Deviation | 0.4843 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.36 |
Vy Columbia Against Markets
Other Information on Investing in VYRDX Mutual Fund
Vy Columbia financial ratios help investors to determine whether VYRDX 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 VYRDX with respect to the benefits of owning Vy Columbia security.
| Funds Screener Find actively-traded funds from around the world traded on over 30 global exchanges | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |