Vy T Rowe Fund Quote
| IAXSX Fund | USD 10.96 0.10 0.90% |
Performance13 of 100
| Odds Of DistressLess than 19
|
Vy(r) T is trading at 10.96 as of the 2nd of February 2025; that is 0.9 percent down since the beginning of the trading day. The fund's open price was 11.06. Vy(r) T has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 3rd of January 2025 and ending today, the 2nd of February 2025. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in the equity securities of companies having a market capitalization within the range of companies in the Russell Midcap Growth Index or the SP MidCap 400 Index at the time of purchase. More on Vy T Rowe
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Voya, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy T Rowe [IAXSX] is traded in USA and was established 2nd of February 2025. Vy(r) T is listed under Voya category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Voya family. This fund currently has accumulated 1.07 B in assets under management (AUM) with no minimum investment requirementsVy T Rowe is currently producing year-to-date (YTD) return of 7.41%, while the total return for the last 3 years was 11.95%.
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
| SNPS | Synopsys | Stock | Information Technology | |
| ZTS | Zoetis Inc | Stock | Health Care | |
| SBAC | SBA Communications Corp | Stock | Real Estate | |
| BURL | Burlington Stores | Stock | Consumer Discretionary | |
| ROST | Ross Stores | Stock | Consumer Discretionary | |
| PGR | Progressive Corp | Stock | Financials | |
| HLT | Hilton Worldwide Holdings | Stock | Consumer Discretionary | |
| DG | Dollar General | Stock | Consumer Staples |
Vy T Rowe Risk Profiles
| Mean Deviation | 0.9582 | |||
| Semi Deviation | 1.2 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.58 |
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.
| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
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