Vy T Rowe Fund Quote
| ITCSX Fund | USD 29.38 0.04 0.14% |
Performance10 of 100
| Odds Of DistressLess than 19
|
Vy(r) T is trading at 29.38 as of the 27th of November 2024; that is 0.14 percent up since the beginning of the trading day. The fund's open price was 29.34. Vy(r) T has less than a 19 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Vy T Rowe are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. 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 against Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Voya (View all Sectors) |
| Update Date | 30th of September 2024 |
Vy T Rowe [ITCSX] is traded in USA and was established 27th of November 2024. Vy(r) T is listed under Voya category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Voya family. This fund currently has accumulated 6.55 B in assets under management (AUM) with no minimum investment requirementsVy T Rowe is currently producing year-to-date (YTD) return of 13.83% with the current yeild of 0.02%, while the total return for the last 3 years was 6.23%.
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
| ABT | Abbott Laboratories | Stock | Health Care | |
| BK | Bank of New | Stock | Financials | |
| FIS | Fidelity National Information | Stock | Financials | |
| BDX | Becton Dickinson and | Stock | Health Care | |
| PCG | PGE Corp | Stock | Utilities | |
| HUM | Humana Inc | Etf | Health Care | |
| YUM | Yum Brands | Stock | Consumer Discretionary | |
| V | Visa Class A | Stock | Financials |
Vy T Rowe Risk Profiles
| Mean Deviation | 0.3257 | |||
| Semi Deviation | 0.3997 | |||
| Standard Deviation | 0.4513 | |||
| Variance | 0.2037 |
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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