Vy Umbia Contrarian Fund Quote
| ISCSX Fund | USD 17.32 0.08 0.46% |
PerformanceVery Strong
| Odds Of DistressLow
|
Vy Umbia is trading at 17.32 as of the 21st of July 2025; that is 0.46 percent up since the beginning of the trading day. The fund's open price was 17.24. Vy Umbia has less than a 12 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 22nd of April 2025 and ending today, the 21st of July 2025. Click here to learn more.
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common stocks. In addition, it invests at least 80 percent of its net assets in equity securities of U.S. companies that have large market capitalizations that the sub-adviser believes are undervalued and have the potential for long-term growth and current income. More on Vy Umbia Contrarian
Moving together with ISCSX Mutual Fund
ISCSX Mutual Fund Highlights
| Fund Concentration | Voya Funds, Large Blend Funds, Large Blend, Voya (View all Sectors) |
| Update Date | 30th of June 2025 |
Vy Umbia Contrarian [ISCSX] is traded in USA and was established 21st of July 2025. Vy Umbia 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 currently has accumulated 305.84 M in assets under management (AUM) with no minimum investment requirementsVy Umbia Contrarian is currently producing year-to-date (YTD) return of 7.22% with the current yeild of 0.0%, while the total return for the last 3 years was 19.6%.
Check Vy Umbia 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 ISCSX 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 ISCSX 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 Umbia Contrarian 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 Umbia Contrarian Mutual Fund Constituents
| FDX | FedEx | Stock | Industrials | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| PFE | Pfizer Inc | Stock | Health Care | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
Vy Umbia Contrarian Risk Profiles
| Mean Deviation | 0.6516 | |||
| Semi Deviation | 0.5392 | |||
| Standard Deviation | 0.9454 | |||
| Variance | 0.8938 |
Vy Umbia Against Markets
Other Information on Investing in ISCSX Mutual Fund
Vy Umbia financial ratios help investors to determine whether ISCSX 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 ISCSX with respect to the benefits of owning Vy Umbia security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio |