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VY® Columbia Contrarian Core A ISBAX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 13.00  /  −1.44 %
  • Total Assets 72.4 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 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:14 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.

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.

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Portfolio Holdings ISBAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 36.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.52 5.2 Mil
Technology

Apple Inc

6.43 4.4 Mil
Technology

NVIDIA Corp

5.28 3.6 Mil
Technology

Amazon.com Inc

4.78 3.3 Mil
Consumer Cyclical

Meta Platforms Inc Class A

3.64 2.5 Mil
Communication Services

Alphabet Inc Class A

2.02 1.4 Mil
Communication Services

Elevance Health Inc

1.85 1.3 Mil
Healthcare

Alphabet Inc Class C

1.78 1.2 Mil
Communication Services

AbbVie Inc

1.77 1.2 Mil
Healthcare

JPMorgan Chase & Co

1.75 1.2 Mil
Financial Services