A good record of profiting off pessimism. Columbia Contrarian Core’s strong team and effective process make it a good choice for large-blend investors.
VY® Columbia Contrarian Core Portfolio Class A ISBAX
- NAV / 1-Day Return 16.82 / −2.85 %
- Total Assets 78.4M
-
Adj. Expense Ratio
1.210%
- Expense Ratio 1.210%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Large Blend
- Investment Style Large Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.10%
- Turnover 51%
USD | NAV as of Jun 05, 2026 | 1-Day Return as of Jun 05, 2026, 10:15 PM GMT+0
Morningstar’s Analysis ISBAX
Will ISBAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 8.46 | 6M | Technology |
Apple Inc | 5.97 | 4M | Technology |
Microsoft Corp | 5.91 | 4M | Technology |
Amazon.com Inc | 5.48 | 4M | Consumer Cyclical |
Alphabet Inc Class A | 3.73 | 3M | Communication Services |
Broadcom Inc | 3.33 | 2M | Technology |
Alphabet Inc Class C | 3.04 | 2M | Communication Services |
Texas Instruments Inc | 2.04 | 2M | Technology |
Eli Lilly and Co | 2.02 | 2M | Healthcare |
Meta Platforms Inc Class A | 1.96 | 1M | Communication Services |
United States