Growth Fund I Fund Quote
| TWGIX Fund | USD 62.68 0.47 0.74% |
Performance7 of 100
| Odds Of DistressLess than 20
|
Growth Fund is trading at 62.68 as of the 28th of November 2024; that is 0.74 percent down since the beginning of the trading day. The fund's open price was 63.15. Growth Fund 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 Growth Fund I are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of June 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. More on Growth Fund I
Moving together with Growth Mutual Fund
Moving against Growth Mutual Fund
Growth Mutual Fund Highlights
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Growth Fund I [TWGIX] is traded in USA and was established 28th of November 2024. Growth Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund at this time has accumulated 12.68 B in assets with no minimum investment requirementsGrowth Fund I is currently producing year-to-date (YTD) return of 24.75%, while the total return for the last 3 years was 7.09%.
Check Growth Fund 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 Fund I 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 Fund I Mutual Fund Constituents
| V | Visa Class A | Stock | Financials | |
| AMGN | Amgen Inc | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| TGT | Target | Stock | Consumer Staples | |
| NKE | Nike Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| TJX | The TJX Companies | Stock | Consumer Discretionary | |
| PANW | Palo Alto Networks | Stock | Information Technology |
Growth Fund I Risk Profiles
| Mean Deviation | 0.7225 | |||
| Semi Deviation | 1.07 | |||
| Standard Deviation | 1.04 | |||
| Variance | 1.09 |
Growth Fund Against Markets
Other Information on Investing in Growth Mutual Fund
Growth Fund 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 Fund security.
| Fundamental Analysis View fundamental data based on most recent published financial statements | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Theme Ratings Determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance | |
| Premium Stories Follow Macroaxis premium stories from verified contributors across different equity types, categories and coverage scope |