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ISBAX VY® Columbia Contrarian Core A Forecast, Technical & Fundamental Analysis

Category LargeBlend
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), NVIDIA Corp (NASDAQ:NVDA), Apple (NASDAQ:AAPL), Amazon.com (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG), Alphabet (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), JPMorgan Chase & Co (NYSE:JPM), ABBVIE (NYSE:ABBV), Elevance Health (NYSE:ELV).

Industry description

The investment seeks total return consisting of long-term capital appreciation and current income. Under normal market conditions, the Portfolio invests at least 80% of its net assets in common stocks. In addition, it invests at least 80% of its net assets in equity securities of U.S. companies that have large market capitalizations (generally over $2 billion) that the sub-adviser ("Sub-Adviser") believes are undervalued and have the potential for long-term growth and current income. The Portfolio may also invest up to 20% of its net assets in foreign securities.

Market Cap

The average market capitalization across the VY® Columbia Contrarian Core A MF is 1.66T. The market cap for tickers in the group ranges from 120.06B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is ELV at 120.06B.

Volume

The average weekly volume growth across all stocks in the VY® Columbia Contrarian Core A MF was -22%. For the same stocks of the MF, the average monthly volume growth was 8% and the average quarterly volume growth was -37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 61
Price Growth Rating: 45
SMR Rating: 30
Profit Risk Rating: 14
Seasonality Score: -31 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeBlend

Profile
Fundamentals
Details
Category
Large Blend
Address
Voya Partners Inc7337 E. Doubletree Ranch RdScottsdale
Phone
N/A
Web
www.INGInvestment.com
Interesting Tickers
1D
1W
1M
1Q
6M
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MFs / NAMEPrice $Chg $Chg %
ANOYX22.590.02
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American Century Small Cap Growth Y
PMVRX20.73-0.04
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Putnam Sustainable Future R
PFIEX12.21-0.03
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Principal International Equity Index R6
RGAGX75.59-0.20
-0.26%
American Funds Growth Fund of Amer R6
DPRDX12.73-0.04
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Delaware Global Listed Real Assets R6

ISBAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, ISBAX has been closely correlated with VTSMX. These tickers have moved in lockstep 97% of the time. This A.I.-generated data suggests there is a high statistical probability that if ISBAX jumps, then VTSMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ISBAX
1D Price
Change %
ISBAX100%
-0.43%
VTSMX - ISBAX
97%
Closely correlated
-0.24%
VITSX - ISBAX
97%
Closely correlated
-0.24%
VSMPX - ISBAX
97%
Closely correlated
-0.24%
VSTSX - ISBAX
97%
Closely correlated
-0.24%
VTSAX - ISBAX
97%
Closely correlated
-0.24%
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