IGEAX Mutual Fund Quote

Mutual Funds . USA . 
Fund . VY T ROWE
IGEAX Fund  USD 55.87  0.45  0.81%   

Market Performance

13 of 100

Odds Of Distress

Less than 1

VY T is trading at 55.87 as of the 1st of April 2023; that is 0.81 percent increase since the beginning of the trading day. The fund's open price was 55.42. VY T has a very small chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for VY T ROWE are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of March 2023 and ending today, the 1st of April 2023. Click here to learn more.
ISIN
US92914K7845
Under normal market conditions, the Portfolio invests at least 80 percent of its net assets in common stocks of large-capitalization companies. Vy T is traded on NASDAQ Exchange in the United States. More on VY T ROWE

Moving together with VY T

+0.86GAFFXGROWTH FUNDPairCorr
+0.86CGFFXGROWTH FUNDPairCorr
+0.85CGFCXGROWTH FUNDPairCorr
+0.86CGFEXGROWTH FUNDPairCorr
+0.9RGAAXGROWTH FUNDPairCorr
+0.91RGAGXGROWTH FUNDPairCorr
+0.85RGABXGROWTH FUNDPairCorr

VY T Mutual Fund Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. VY T's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding VY T or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Fama & French Classification
VY T ROWE
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Macroaxis Advice
The buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of VY T's available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Strong HoldUndervalued
Startdate16th of January 2014
VY T ROWE [IGEAX] is traded in USA and was established 1st of April 2023. The fund is listed under Large Growth category and is part of Voya family. VY T ROWE currently has accumulated 1.24 B in assets under management (AUM) with no minimum investment requirements, while the total return for the last 3 years was 14.29%.
Check VY T 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 IGEAX 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 IGEAX 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 T ROWE 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 T ROWE Mutual Fund Constituents

UNHUnitedHealth Group IncorporatedStockHealth Care
GOOGLAlphabet Inc ClassStockCommunication Services
VVisa Inc ClassStockInformation Technology
SNAPSnap IncStockCommunication Services
NFLXNetflixStockCommunication Services
MSFTMicrosoftStockInformation Technology
MAMastercardStockInformation Technology
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VY T Target Price Odds Analysis

Based on a normal probability distribution, the odds of VY T jumping above the current price in 90 days from now is about 7.78%. The VY T ROWE probability density function shows the probability of VY T mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon VY T ROWE has a beta of -0.2286. This usually indicates as returns on benchmark increase, returns on holding VY T are expected to decrease at a much lower rate. During the bear market, however, VY T ROWE is likely to outperform the market. Additionally, the company has an alpha of 0.2118, implying that it can generate a 0.21 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
  Odds Below 55.87HorizonTargetOdds Above 55.87
92.12%90 days
 55.87 
7.78%
Based on a normal probability distribution, the odds of VY T to move above the current price in 90 days from now is about 7.78 (This VY T ROWE probability density function shows the probability of IGEAX Mutual Fund to fall within a particular range of prices over 90 days) .

VY T ROWE Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. VY T market risk premium is the additional return an investor will receive from holding VY T 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 T. 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 T's alpha and beta are two of the key measurements used to evaluate VY T's performance over the market, the standard measures of volatility play an important role as well.
Mean Deviation1.1
Semi Deviation0.9871
Standard Deviation1.33
Variance1.77

VY T Against Markets

Picking the right benchmark for VY T mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in VY T mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for VY T is critical whether you are bullish or bearish towards VY T ROWE at a given time.
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Be your own money manager

Our tools can tell you how much better you can do entering a position in VY T without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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How to buy IGEAX Mutual Fund?

Before investing in VY T, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in VY T. To buy VY T fund, you can follow these steps:
  • Choose a brokerage firm: You need to select a brokerage firm to buy shares of VY T. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
  • Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account: You will need to deposit funds into your brokerage account to purchase VY T fund. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order: Once you have located VY T ROWE fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment: After you have purchased VY T ROWE fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as VY T ROWE, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.

Already Invested in VY T ROWE?

The danger of trading VY T ROWE is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of VY T is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than VY T. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile VY T ROWE is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis. Note that the VY T ROWE information on this page should be used as a complementary analysis to other VY T's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Global Markets Map module to get a quick overview of global market snapshot using zoomable world map. Drill down to check world indexes.

Complementary Tools for IGEAX Mutual Fund analysis

When running VY T ROWE price analysis, check to measure VY T's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy VY T is operating at the current time. Most of VY T's value examination focuses on studying past and present price action to predict the probability of VY T's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move VY T's price. Additionally, you may evaluate how the addition of VY T to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between VY T's value and its price as these two are different measures arrived at by different means. Investors typically determine VY T value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, VY T's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
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