Vy Baron Growth Fund Quote
| IBSSX Fund | USD 23.62 0.07 0.30% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Vy Baron is trading at 23.62 as of the 23rd of December 2024; that is 0.30 percent up since the beginning of the trading day. The fund's open price was 23.55. Vy Baron has about a 22 % 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. The performance scores are derived for the period starting the 23rd of November 2024 and ending today, the 23rd of December 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
IBSSX Mutual Fund Highlights
| Thematic Idea | Large Growth Funds (View all Themes) |
| Fund Concentration | Voya Funds, Large Funds, Mid-Cap Growth Funds, Large Growth Funds, Mid-Cap Growth, Voya, Large, Mid-Cap Growth (View all Sectors) |
| Update Date | 31st of December 2024 |
Vy Baron Growth [IBSSX] is traded in USA and was established 23rd of December 2024. Vy 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. The entity is thematically classified as Large Growth Funds. 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 4.71%, while the total return for the last 3 years was -0.77%.
Check Vy 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 IBSSX 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 IBSSX 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 | |
| ANSS | ANSYS Inc | Stock | Information Technology | |
| TECH | Bio Techne Corp | Stock | Health Care | |
| PRI | Primerica | Stock | Financials | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| MTN | Vail Resorts | Stock | Consumer Discretionary | |
| MSCI | MSCI Inc | Stock | Financials | |
| MORN | Morningstar | Stock | Financials |
Vy Baron Growth Risk Profiles
| Mean Deviation | 0.6578 | |||
| Standard Deviation | 0.9102 | |||
| Variance | 0.8285 | |||
| Risk Adjusted Performance | (0.02) |
Vy Baron Against Markets
Other Information on Investing in IBSSX Mutual Fund
Vy Baron financial ratios help investors to determine whether IBSSX 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 IBSSX with respect to the benefits of owning Vy Baron security.
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