Equity Growth Fund Quote
| AEYRX Fund | USD 33.92 0.40 1.19% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Equity Growth is trading at 33.92 as of the 7th of January 2025; that is 1.19 percent up since the beginning of the trading day. The fund's open price was 33.52. Equity Growth has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 8th of December 2024 and ending today, the 7th of January 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. More on Equity Growth Fund
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Equity Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Blend Funds, Large Blend, American Century Investments (View all Sectors) |
| Update Date | 31st of December 2024 |
Equity Growth Fund [AEYRX] is traded in USA and was established 7th of January 2025. Equity Growth is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Century Investments family. This fund presently has accumulated 3.23 B in assets under management (AUM) with no minimum investment requirementsEquity Growth is currently producing year-to-date (YTD) return of 1.19% with the current yeild of 0.0%, while the total return for the last 3 years was 5.9%.
Check Equity Growth Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Equity Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Equity Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Equity Growth Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Equity Growth Fund Mutual Fund Constituents
| BA | The Boeing | Stock | Industrials | |
| INTC | Intel | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| JNJ | Johnson Johnson | Stock | Health Care |
Equity Growth Risk Profiles
| Mean Deviation | 0.5757 | |||
| Semi Deviation | 0.7784 | |||
| Standard Deviation | 0.8011 | |||
| Variance | 0.6418 |
Equity Growth Against Markets
Other Information on Investing in Equity Mutual Fund
Equity Growth financial ratios help investors to determine whether Equity Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Equity with respect to the benefits of owning Equity Growth security.
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