Vy Baron Growth Fund Quote
IBGIX Fund | USD 25.48 0.26 1.01% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Vy(r) Baron is trading at 25.48 as of the 6th of June 2024; that is -1.01 percent decrease since the beginning of the trading day. The fund's open price was 25.74. Vy(r) Baron has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Vy Baron Growth are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 6th of June 2024. Click here to learn more.
The Portfolio invests for the long term primarily in equity securities in the form of common stock of U.S. small-sized growth companies. For this Portfolio, the sub-adviser defines small-sized companies as those, at the time of purchase, with market capitalizations up to the largest market cap stock in the Russell 2000 Growth Index at reconstitution, or companies with market capitalizations up to 2.5 billion, whichever is larger.. More on Vy Baron Growth
Moving together with Vy(r) Mutual Fund
Vy(r) Mutual Fund Highlights
Fund Concentration | Voya Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Voya (View all Sectors) |
Update Date | 30th of June 2024 |
Vy Baron Growth [IBGIX] is traded in USA and was established 6th of June 2024. Vy(r) Baron is listed under Voya category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Voya family. This fund currently has accumulated 851.63 M in assets under management (AUM) with no minimum investment requirementsVy Baron Growth is currently producing year-to-date (YTD) return of 0.41%, while the total return for the last 3 years was -1.31%.
Check Vy(r) Baron 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 Baron Growth 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 Baron Growth Mutual Fund Constituents
GLPI | Gaming Leisure Properties | Stock | Real Estate |
VAC | Marriot Vacations Worldwide | Stock | Consumer Discretionary |
IT | Gartner | Stock | Information Technology |
TECH | Bio Techne Corp | Stock | Health Care |
SSNC | SSC Technologies Holdings | Stock | Information Technology |
PRI | Primerica | Stock | Financials |
PENN | Penn National Gaming | Stock | Consumer Discretionary |
Vy Baron Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Vy(r) Baron market risk premium is the additional return an investor will receive from holding Vy(r) Baron long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Vy(r) Baron. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Vy(r) Baron's alpha and beta are two of the key measurements used to evaluate Vy(r) Baron's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation | 0.6882 | |||
Standard Deviation | 0.8678 | |||
Variance | 0.7531 | |||
Risk Adjusted Performance | (0.08) |
Vy(r) Baron Against Markets
Other Information on Investing in Vy(r) Mutual Fund
Vy(r) Baron 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) Baron security.
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