Vy(R) Columbia Contrarian Core PortfolioISBAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$68.6M
Expense ratio
1.21%
1-year return
+15.7%
3 years, a year
+17.8%
5 years, a year
+10.8%
Holdings
78
What it aims to do.
The Portfolio seeks total return consisting of long-term capital appreciation and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp. | 8.14% |
| AAPL Apple Inc. | 6.15% |
| MSFT Microsoft Corp. | 5.91% |
| AMZN Amazon.com, Inc. | 4.74% |
| GOOGL Alphabet Inc. | 3.07% |
| AVGO Broadcom Inc | 2.69% |
| GOOG Alphabet Inc. | 2.52% |
| BlackRock Liquidity Funds | 2.32% |
| LLY Eli Lilly & Co. | 2.31% |
| BRK-B Berkshire Hathaway Inc. | 2.09% |
More on ISBAX.
- ISBAX overview
- ISBAX holdings
- ISBAX risk
- ISBAX costs
- ISBAX money in and out
- ISBAX share classes
- Compare ISBAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.