Voya Global Equity Fund Quote

NAWIX Fund  USD 48.14  0.26  0.54%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Voya Global is trading at 48.14 as of the 25th of November 2024; that is 0.54 percent increase since the beginning of the trading day. The fund's open price was 47.88. Voya Global has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Voya Global Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of December 2022 and ending today, the 25th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in a portfolio of equity securities. It invests primarily in the equity securities included in the MSCI World Value IndexSM . The fund invests in securities of issuers in a number of different countries, including the United States. More on Voya Global Equity

Moving against Voya Mutual Fund

  0.59INGBX Voya Global BondPairCorr
  0.53ILABX Voya Bond IndexPairCorr
  0.53ILBAX Voya Bond IndexPairCorr
  0.53ILUAX Voya Bond IndexPairCorr
  0.43INTIX Voya International IndexPairCorr

Voya Mutual Fund Highlights

Fund ConcentrationVoya Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Voya, Large Value, World Large-Stock Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Voya Global Equity [NAWIX] is traded in USA and was established 25th of November 2024. Voya Global is listed under Voya category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Voya family. This fund now has accumulated 257.56 M in assets with minimum initial investment of 250 K. Voya Global Equity is currently producing year-to-date (YTD) return of 18.33% with the current yeild of 0.03%, while the total return for the last 3 years was 7.64%.
Check Voya Global 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 Voya 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 Voya 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 Voya Global Equity 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 Voya Global Equity Mutual Fund Constituents

VZVerizon CommunicationsStockCommunication Services
GDGeneral DynamicsStockIndustrials
AAPLApple IncStockInformation Technology
BACBank of AmericaStockFinancials
PEPPepsiCoStockConsumer Staples
INTCIntelStockInformation Technology
MDTMedtronic PLCStockHealth Care
NEENextera EnergyStockUtilities
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Voya Global Equity Risk Profiles

Voya Global Against Markets

Other Information on Investing in Voya Mutual Fund

Voya Global financial ratios help investors to determine whether Voya 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 Voya with respect to the benefits of owning Voya Global security.
Idea Breakdown
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Positions Ratings
Determine portfolio positions ratings based on digital equity recommendations. Macroaxis instant position ratings are based on combination of fundamental analysis and risk-adjusted market performance