Growth Income Fund Quote
| USGRX Fund | USD 29.15 0.13 0.45% |
Performance12 of 100
| Odds Of DistressLess than 18
|
Growth Income is trading at 29.15 as of the 27th of November 2024; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 29.02. Growth Income has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Growth Income 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 its assets primarily in equity securities that show the best potential for total return through a combination of capital growth and income. 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 Growth Income Fund
Moving together with Growth Mutual Fund
Moving against Growth Mutual Fund
Growth Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Value Funds, Large Blend Funds, Large Blend, Victory Capital, Large Blend, Large Blend (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Growth Income Fund [USGRX] is traded in USA and was established 27th of November 2024. Growth Income is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory Capital family. This fund at this time has accumulated 1.72 B in net assets with no minimum investment requirementsGrowth Income is currently producing year-to-date (YTD) return of 25.13% with the current yeild of 0.01%, while the total return for the last 3 years was 9.33%.
Check Growth Income 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 Growth 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 Growth 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 Growth Income 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 Growth Income Fund Mutual Fund Constituents
| AVGO | Broadcom | Stock | Information Technology | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| HPQ | HP Inc | Stock | Information Technology | |
| UPS | United Parcel Service | Stock | Industrials | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| VMC | Vulcan Materials | Stock | Materials | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| WMT | Walmart | Stock | Consumer Staples |
Growth Income Risk Profiles
| Mean Deviation | 0.5186 | |||
| Semi Deviation | 0.5389 | |||
| Standard Deviation | 0.7033 | |||
| Variance | 0.4947 |
Growth Income Against Markets
Other Information on Investing in Growth Mutual Fund
Growth Income financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Income security.
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