Equity Growth is trading at 33.69 as of the 21st of November 2024; that is 0.18 percent down since the beginning of the trading day. The fund's open price was 33.75. 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. Equity ratings for Equity Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of October 2024 and ending today, the 21st of November 2024. 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
Equity Growth Fund [BEQGX] is traded in USA and was established 21st of November 2024. 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 currently has accumulated 1.75 B in assets under management (AUM) with no minimum investment requirementsEquity Growth is currently producing year-to-date (YTD) return of 24.17% with the current yeild of 0.01%, while the total return for the last 3 years was 6.09%.
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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.
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.
Determine any equity ratings based on digital recommendations. Macroaxis instant equity ratings are based on combination of fundamental analysis and risk-adjusted market performance