Vy Templeton Foreign Fund Quote
| IFTAX Fund | USD 10.15 0.02 0.20% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Vy(r) Templeton is trading at 10.15 as of the 26th of November 2024; that is 0.20 percent up since the beginning of the trading day. The fund's open price was 10.13. Vy(r) Templeton has about a 22 % 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. Equity ratings for Vy Templeton Foreign are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
The Portfolio invests primarily in equity securities included in the MSCI EAFE Value Index . Under normal market conditions, the Portfolio invests at least 65 percent of its total assets in equity securities of issuers in a number of different countries other than the United States. More on Vy Templeton Foreign
Moving together with Vy(r) Mutual Fund
| 0.89 | ILABX | Voya Bond Index | PairCorr |
| 0.89 | ILBAX | Voya Bond Index | PairCorr |
| 0.89 | ILUAX | Voya Bond Index | PairCorr |
Moving against Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Value Funds, Foreign Large Value Funds, Foreign Large Value, Voya (View all Sectors) |
| Update Date | 30th of September 2024 |
Vy Templeton Foreign [IFTAX] is traded in USA and was established 26th of November 2024. Vy(r) Templeton is listed under Voya category by Fama And French industry classification. The fund is listed under Foreign Large Value category and is part of Voya family. This fund currently has accumulated 556.65 M in assets under management (AUM) with no minimum investment requirementsVy Templeton Foreign is currently producing year-to-date (YTD) return of 8.09% with the current yeild of 0.04%, while the total return for the last 3 years was 4.41%.
Check Vy(r) Templeton 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 Templeton Foreign 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 Templeton Foreign Mutual Fund Constituents
| CRH | CRH PLC ADR | Stock | Materials | |
| TEVA | Teva Pharma Industries | Stock | Health Care | |
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend | |
| EFV | iShares MSCI EAFE | Etf | Foreign Large Value | |
| NOVN | Novan Inc | Stock | Health Care | |
| RHHVF | Roche Holding AG | OTC Stock | Drug Manufacturers—General | |
| ROG | Rogers | Stock | Information Technology | |
| SFTBF | Softbank Group Corp | Pink Sheet | Telecom Services |
Vy Templeton Foreign Risk Profiles
| Mean Deviation | 0.4977 | |||
| Standard Deviation | 0.636 | |||
| Variance | 0.4045 | |||
| Risk Adjusted Performance | (0.05) |
Vy(r) Templeton Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Templeton 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) Templeton security.
| FinTech Suite Use AI to screen and filter profitable investment opportunities | |
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |