World Growth Fund Quote
| USAWX Fund | USD 32.10 0.10 0.31% |
Performance4 of 100
| Odds Of DistressLess than 21
|
World Growth is trading at 32.10 as of the 23rd of November 2024; that is 0.31 percent up since the beginning of the trading day. The fund's open price was 32.0. World Growth has about a 21 % 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 World Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 29th of December 2023 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests its assets primarily in equity securities of both foreign and domestic issuers. The equity securities in which the fund principally invests are common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.. More on World Growth Fund
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World Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital, Large Blend, World Large-Stock Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
World Growth Fund [USAWX] is traded in USA and was established 23rd of November 2024. World Growth is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Victory Capital family. This fund at this time has accumulated 1.26 B in net assets with minimum initial investment of 3 K. World Growth is currently producing year-to-date (YTD) return of 18.56% with the current yeild of 0.01%, while the total return for the last 3 years was 5.65%.
Check World 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 World 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 World 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 World 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 World Growth Fund Mutual Fund Constituents
| SYK | Stryker | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| ACN | Accenture plc | Stock | Information Technology | |
| VZ | Verizon Communications | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| ROG | Rogers | Stock | Information Technology | |
| PEP | PepsiCo | Stock | Consumer Staples |
World Growth Risk Profiles
| Mean Deviation | 0.5692 | |||
| Semi Deviation | 0.7428 | |||
| Standard Deviation | 0.7677 | |||
| Variance | 0.5894 |
World Growth Against Markets
Other Information on Investing in World Mutual Fund
World Growth financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Growth security.
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