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Morningstar

VY® Columbia Contrarian Core A ISBAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 12.62  /  −0.94 %
  • Total Assets 70.1 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.41%
  • Turnover 46%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis ISBAX

Will ISBAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ISBAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISBAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ISBAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin VY ® Columbia Contrarian Core A's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISBAX

More ISBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

10.17 5.3 Mil
Technology

Apple Inc

8.30 4.3 Mil
Technology

NVIDIA Corp

7.84 4.1 Mil
Technology

Amazon.com Inc

6.49 3.4 Mil
Consumer Cyclical

BlackRock Liquidity FedFund Instl

4.84 2.5 Mil
Cash and Equivalents

Meta Platforms Inc Class A

4.79 2.5 Mil
Communication Services

Alphabet Inc Class A

2.91 1.5 Mil
Communication Services

Alphabet Inc Class C

2.62 1.4 Mil
Communication Services

Elevance Health Inc

2.54 1.3 Mil
Healthcare

JPMorgan Chase & Co

2.50 1.3 Mil
Financial Services