Vy Umbia Contrarian Fund Quote
| ISFIX Fund | USD 18.28 0.16 0.87% |
PerformanceSolid
| Odds Of DistressLow
|
Vy(r) Columbia is trading at 18.28 as of the 5th of July 2025; that is 0.87 percent decrease since the beginning of the trading day. The fund's open price was 18.44. Vy(r) Columbia has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 6th of May 2025 and ending today, the 5th 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 Vy(r) Mutual Fund
Vy(r) 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 [ISFIX] is traded in USA and was established 5th of July 2025. Vy(r) Columbia 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 0.58% with the current yeild of 0.0%, while the total return for the last 3 years was 14.64%.
Check Vy(r) Columbia 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 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 | |
| HON | Honeywell International | Stock | Industrials | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| WFC | Wells Fargo | Stock | Financials | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care |
Vy(r) Columbia Top Holders
| VSPAX | Voya Solution 2060 | Mutual Fund | Target-Date 2060+ | |
| IASPX | Voya Solution 2055 | Mutual Fund | Target-Date 2055 | |
| VYROX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| ISQAX | Voya Solution 2035 | Mutual Fund | Target-Date 2035 | |
| IAGTX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| IAVIX | Voya Solution Aggressive | Mutual Fund | Allocation--85%+ Equity | |
| IAGSX | Voya Solution Moderately | Mutual Fund | Allocation--70% to 85% Equity | |
| VSQIX | Voya Solution 2065 | Mutual Fund | Target-Date 2065+ |
Vy Umbia Contrarian Risk Profiles
| Mean Deviation | 1.04 | |||
| Semi Deviation | 1.78 | |||
| Standard Deviation | 1.9 | |||
| Variance | 3.62 |
Vy(r) Columbia Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Columbia 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) Columbia security.
| Crypto Correlations Use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins | |
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets |