VY Invesco Equity and Income Portfolio Class S2 is a moderate allocation mutual fund designed to deliver both income and capital appreciation. The portfolio primarily invests in income-producing equity instruments, such as common and preferred stocks, while also allocating assets to fixed income securities. Its balanced strategy aims to offer a blend of growth potential and stability, seeking to preserve capital while providing moderate returns through a diversified mix of stocks, bonds, and cash equivalents. This fund is managed by a team of multiple portfolio managers and maintains an asset allocation that typically exhibits volatility similar to an equity exposure of 50% to 70%. The portfolio tends to concentrate its holdings within U.S. securities, affecting a broad range of sectors and industries with a focus on generating current income alongside long-term capital growth. With an expense ratio of around 1.02% and a history of providing a moderate dividend yield, the VY Invesco Equity and Income Portfolio Class S2 serves investors seeking a balanced approach to income generation and market participation within a single investment vehicle.
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