Aggressive Growth Fund Quote
| USAUX Fund | USD 69.99 0.05 0.07% |
Performance9 of 100
| Odds Of DistressLess than 20
|
Aggressive Growth is trading at 69.99 as of the 23rd of November 2024; that is 0.07 percent down since the beginning of the trading day. The fund's open price was 70.04. Aggressive 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 Aggressive Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of May 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests primarily in equity securities of large-capitalization companies that are selected for their growth potential. Although the fund invests primarily in U.S. securities, it may invest up to 20 percent of its total assets in foreign securities, including securities issued in emerging markets.. More on Aggressive Growth Fund
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Moving against Aggressive Mutual Fund
Aggressive Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Growth Funds, Large Growth, Victory Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Aggressive Growth Fund [USAUX] is traded in USA and was established 23rd of November 2024. Aggressive Growth is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Growth category and is part of Victory Capital family. This fund at this time has accumulated 1.79 B in net assets with minimum initial investment of 3 K. Aggressive Growth is currently producing year-to-date (YTD) return of 30.09%, while the total return for the last 3 years was 6.44%.
Check Aggressive 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 Aggressive 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 Aggressive 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 Aggressive 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 Aggressive Growth Fund Mutual Fund Constituents
| AAPL | Apple Inc | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| ORCL | Oracle | Stock | Information Technology | |
| NCLH | Norwegian Cruise Line | Stock | Consumer Discretionary | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| NOW | ServiceNow | Stock | Information Technology | |
| VMC | Vulcan Materials | Stock | Materials | |
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary |
Aggressive Growth Risk Profiles
| Mean Deviation | 0.8127 | |||
| Semi Deviation | 1.09 | |||
| Standard Deviation | 1.15 | |||
| Variance | 1.32 |
Aggressive Growth Against Markets
Other Information on Investing in Aggressive Mutual Fund
Aggressive Growth financial ratios help investors to determine whether Aggressive 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 Aggressive with respect to the benefits of owning Aggressive Growth security.
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