Vy Invesco Stock Fund Quote
| IVKIX Fund | USD 22.35 0.14 0.63% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Vy(r) Invesco is trading at 22.35 as of the 26th of November 2024; that is 0.63 percent increase since the beginning of the trading day. The fund's open price was 22.21. Vy(r) Invesco has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Vy Invesco Stock 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.
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
Moving against Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Value Funds, Large Value, Voya (View all Sectors) |
| Update Date | 30th of September 2024 |
Vy Invesco Stock [IVKIX] is traded in USA and was established 26th of November 2024. 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 19.52% with the current yeild of 0.02%, while the total return for the last 3 years was 11.0%.
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
| PNC | PNC Financial Services | Stock | Financials | |
| CCL | Carnival | Stock | Consumer Discretionary | |
| MRO | Marathon Oil | Stock | Energy | |
| HCA | HCA Holdings | Etf | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care |
Vy(r) Invesco Top Holders
| ISSPX | Voya Solution 2055 | Mutual Fund | Target-Date 2055 | |
| VSPAX | Voya Solution 2060 | Mutual Fund | Target-Date 2060+ | |
| IASPX | Voya Solution 2055 | Mutual Fund | Target-Date 2055 | |
| IISPX | Voya Solution 2055 | Mutual Fund | Target-Date 2055 | |
| IAVIX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| VSQIX | Voya Solution 2065 | Mutual Fund | Target-Date 2065+ | |
| VSPSX | Voya Solution 2060 | Mutual Fund | Target-Date 2060+ | |
| IAVTX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity |
Vy Invesco Stock Risk Profiles
| Mean Deviation | 0.556 | |||
| Semi Deviation | 0.351 | |||
| Standard Deviation | 0.7415 | |||
| Variance | 0.5498 |
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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