Vy Jpmorgan is trading at 14.26 as of the 21st of July 2025; that is 0.56 percent decrease since the beginning of the trading day. The fund's open price was 14.34. Vy Jpmorgan has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading 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.
The fund invests at least 80 percent of its net assets in equity securities of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies with a market capitalization equal to those within a universe of Russell 2000 Index stocks at the time of purchase.. More on Vy Jpmorgan Small
Vy Jpmorgan Small [IJSIX] is traded in USA and was established 21st of July 2025. Vy Jpmorgan is listed under Voya category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Voya family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 836.48 M in assets under management (AUM) with no minimum investment requirementsVy Jpmorgan Small is currently producing year-to-date (YTD) return of 0.79% with the current yeild of 0.01%, while the total return for the last 3 years was 8.85%.
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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 IJSIX 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 IJSIX 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 Jpmorgan Small 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.
Other Information on Investing in IJSIX Mutual Fund
Vy Jpmorgan financial ratios help investors to determine whether IJSIX 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 IJSIX with respect to the benefits of owning Vy Jpmorgan security.