Capital Growth Fund Quote
| USCGX Fund | USD 14.61 0.01 0.07% |
Performance4 of 100
| Odds Of DistressLess than 21
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Capital Growth is trading at 14.61 as of the 27th of November 2024; that is 0.07 percent increase since the beginning of the trading day. The fund's open price was 14.6. Capital 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 Capital Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 28th of October 2024 and ending today, the 27th of November 2024. Click here to learn more.
The fund invests primarily in U.S. and foreign equity securities that are believed to be the most attractive in the global marketplace. It may invest up to 100 percent of its assets in foreign securities, including securities issued in emerging markets. More on Capital Growth Fund
Moving together with Capital Mutual Fund
Moving against Capital Mutual Fund
Capital Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Capital Growth Fund [USCGX] is traded in USA and was established 27th of November 2024. Capital 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 822.77 M in net assets with no minimum investment requirementsCapital Growth is currently producing year-to-date (YTD) return of 19.8% with the current yeild of 0.01%, while the total return for the last 3 years was 7.9%.
Check Capital 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 Capital 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 Capital 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 Capital 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 Capital Growth Fund Mutual Fund Constituents
| NVDA | NVIDIA | Stock | Information Technology | |
| AAPL | Apple Inc | Stock | Information Technology | |
| NTAP | NetApp Inc | Stock | Information Technology | |
| LOW | Lowes Companies | Stock | Consumer Discretionary | |
| MRK | Merck Company | Stock | Health Care | |
| ADBE | Adobe Systems Incorporated | Stock | Information Technology | |
| CVS | CVS Health Corp | Stock | Health Care | |
| VZ | Verizon Communications | Stock | Communication Services |
Capital Growth Risk Profiles
| Mean Deviation | 0.5575 | |||
| Semi Deviation | 0.6839 | |||
| Standard Deviation | 0.7222 | |||
| Variance | 0.5216 |
Capital Growth Against Markets
Other Information on Investing in Capital Mutual Fund
Capital Growth financial ratios help investors to determine whether Capital 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 Capital with respect to the benefits of owning Capital Growth security.
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
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