Index Plus Largecap Fund Quote
| VIPAX Fund | USD 30.38 0.17 0.56% |
Performance16 of 100
| Odds Of DistressLess than 16
|
Index Plus is trading at 30.38 as of the 30th of November 2024; that is 0.56 percent up since the beginning of the trading day. The fund's open price was 30.21. Index Plus has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Index Plus Largecap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 31st of October 2024 and ending today, the 30th of November 2024. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in securities of large-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 500 of the largest companies traded in the United States and selected by SP Global Ratings.. More on Index Plus Largecap
Moving against Index Mutual Fund
Index Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Blend Funds, Large Blend, Voya (View all Sectors) |
| Update Date | 30th of September 2024 |
Index Plus Largecap [VIPAX] is traded in USA and was established 30th of November 2024. Index Plus is listed under Voya category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Voya family. This fund at this time has accumulated 1 B in net assets with no minimum investment requirementsIndex Plus Largecap is currently producing year-to-date (YTD) return of 26.33% with the current yeild of 0.0%, while the total return for the last 3 years was 9.06%.
Check Index Plus 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 Index 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 Index 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 Index Plus Largecap 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 Index Plus Largecap Mutual Fund Constituents
| HD | Home Depot | Stock | Consumer Discretionary | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| T | ATT Inc | Stock | Communication Services | |
| PYPL | PayPal Holdings | Stock | Financials | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| PEP | PepsiCo | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology |
Index Plus Largecap Risk Profiles
| Mean Deviation | 0.5511 | |||
| Semi Deviation | 0.6782 | |||
| Standard Deviation | 0.7867 | |||
| Variance | 0.6189 |
Index Plus Against Markets
Other Information on Investing in Index Mutual Fund
Index Plus financial ratios help investors to determine whether Index 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 Index with respect to the benefits of owning Index Plus security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Insider Screener Find insiders across different sectors to evaluate their impact on performance | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |