Skip to Content
Morningstar

VY® Columbia Contrarian Core A ISBAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 13.80  /  +1.02 %
  • Total Assets 76.0 Mil
  • Adj. Expense Ratio
    1.210%
  • Expense Ratio 1.210%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.36%
  • Turnover 46%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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 strong management team and sound investment process 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISBAX

More ISBAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.40 5.8 Mil
Technology

NVIDIA Corp

7.16 5.6 Mil
Technology

Apple Inc

7.10 5.6 Mil
Technology

Amazon.com Inc

4.78 3.7 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.43 2.7 Mil
Communication Services

BlackRock Liquidity FedFund Instl

2.90 2.3 Mil
Cash and Equivalents

Alphabet Inc Class A

2.53 2.0 Mil
Communication Services

Alphabet Inc Class C

2.19 1.7 Mil
Communication Services

Elevance Health Inc

1.83 1.4 Mil
Healthcare

Honeywell International Inc

1.74 1.4 Mil
Industrials