Voya Capital Allocation Fund Fundamentals
| ATLAX Fund | USD 8.50 0.02 0.24% |
Voya Capital Allocation fundamentals help investors to digest information that contributes to Voya Capital's financial success or failures. It also enables traders to predict the movement of Voya Mutual Fund. The fundamental analysis module provides a way to measure Voya Capital's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Voya Capital mutual fund.
Voya |
Voya Capital Allocation Mutual Fund Year To Date Return Analysis
Voya Capital's Year to Date Return (YTD) is the total return generated from holding a security from the beginning of the current fiscal year. In other words, YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
More About Year To Date Return | All Equity Analysis
YTD Return | = | (Mean of Monthly Returns - 1) | X | 100% |
Current Voya Capital Year To Date Return | 6.03 % |
Most of Voya Capital's fundamental indicators, such as Year To Date Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Voya Capital Allocation is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Year-To-Date typically refers to a period starting from the beginning of the current year and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.
| Competition |
In accordance with the company's disclosures, Voya Capital Allocation has a Year To Date Return of 6.0277%. This is much higher than that of the Voya family and significantly higher than that of the Allocation--15% to 30% Equity category. The year to date return for all United States funds is notably lower than that of the firm.
Voya Capital Allocation Fundamental Drivers Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Voya Capital's current stock value. Our valuation model uses many indicators to compare Voya Capital value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Voya Capital competition to find correlations between indicators driving Voya Capital's intrinsic value. More Info.Voya Capital Allocation is the top fund in price to earning among similar funds. It also is the top fund in price to book among similar funds fabricating about 0.11 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Voya Capital Allocation is roughly 9.13 . The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Voya Capital's earnings, one of the primary drivers of an investment's value.Voya Year To Date Return Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Voya Capital's direct or indirect competition against its Year To Date Return to detect undervalued stocks with similar characteristics or determine the mutual funds which would be a good addition to a portfolio. Peer analysis of Voya Capital could also be used in its relative valuation, which is a method of valuing Voya Capital by comparing valuation metrics of similar companies.Voya Capital is currently under evaluation in year to date return among similar funds.
Fund Asset Allocation for Voya Capital
The fund consists of 79.46% investments in fixed income securities, with the rest of funds allocated in stocks, cash.Asset allocation divides Voya Capital's investment portfolio among different asset categories to balance risk and reward by investing in a diversified mix of instruments that align with the investor's goals, risk tolerance, and time horizon. Mutual funds, which pool money from multiple investors to buy a diversified portfolio of securities, use asset allocation strategies to manage the risk and return of their portfolios.
Mutual funds allocate their assets by investing in a diversified portfolio of securities, such as stocks, bonds, cryptocurrencies and cash. The specific mix of these securities is determined by the fund's investment objective and strategy. For example, a stock mutual fund may invest primarily in equities, while a bond mutual fund may invest mainly in fixed-income securities. The fund's manager, responsible for making investment decisions, will buy and sell securities in the fund's portfolio as market conditions and the fund's objectives change.
Voya Fundamentals
| Price To Earning | 16.70 X | ||||
| Price To Book | 1.83 X | ||||
| Price To Sales | 1.34 X | ||||
| Total Asset | 115.08 M | ||||
| Annual Yield | 0.05 % | ||||
| Year To Date Return | 6.03 % | ||||
| One Year Return | 15.16 % | ||||
| Three Year Return | (1.80) % | ||||
| Five Year Return | 0.99 % | ||||
| Ten Year Return | 2.71 % | ||||
| Net Asset | 138.85 M | ||||
| Minimum Initial Investment | 2.5 K | ||||
| Last Dividend Paid | 0.03 | ||||
| Cash Position Weight | 0.90 % | ||||
| Equity Positions Weight | 19.64 % | ||||
| Bond Positions Weight | 79.46 % |
About Voya Capital Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Voya Capital Allocation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Voya Capital using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Voya Capital Allocation based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.The fund invests primarily in fixed-income securities, including U.S. government, mortgage-backed, and corporate debt securities and municipal obligations. It normally will invest at least 80 percent of its assets in a diversified portfolio of fixed-income instruments of varying maturities, and normally will maintain an average portfolio duration of negative 3 years to plus 6 years. The fund will generally invest up to 20 percent of its total assets in large capitalization stocks including through the use of passive investments, such as exchange traded funds .
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.Other Information on Investing in Voya Mutual Fund
Voya Capital 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 Capital security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Portfolio Anywhere Track or share privately all of your investments from the convenience of any device |