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Morningstar

VY® Columbia Contrarian Core I ISFIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 15.31  /  −0.07 %
  • Total Assets 70.9 Mil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.48%
  • Turnover 46%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis ISFIX

Will ISFIX 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 ISFIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ISFIX 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 ISFIX’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 I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISFIX

More ISFIX 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