Usaa Global Equity Fund Quote
| UGEIX Fund | USD 11.15 0.05 0.45% |
PerformanceGood
| Odds Of DistressLow
|
Usaa Global is trading at 11.15 as of the 20th of March 2025; that is 0.45 percent up since the beginning of the trading day. The fund's open price was 11.1. Usaa Global 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. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 20th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in equity securities. Its equity investments may include common stocks, depositary receipts, real estate investment trusts , other investment companies, including exchange-traded funds , securities convertible into common stocks, and securities that carry the right to buy common stocks. More on Usaa Global Equity
Usaa Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Value Funds, World Large-Stock Value Funds, World Large-Stock Value, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of August 2022 |
| Fiscal Year End | March |
Usaa Global Equity [UGEIX] is traded in USA and was established 20th of March 2025. Usaa Global is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Value category and is part of Victory Capital family. This fund at this time has accumulated 55.53 M in net assets with minimum initial investment of 3 K. Usaa Global Equity is currently producing year-to-date (YTD) return of 5.24% with the current yeild of 0.02%, while the total return for the last 3 years was 9.61%.
Check Usaa Global 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 Usaa 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 Usaa 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 Usaa Global Equity 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 Usaa Global Equity Mutual Fund Constituents
| T | ATT Inc | Stock | Communication Services | |
| MRK | Merck Company | Stock | Health Care | |
| PFE | Pfizer Inc | Stock | Health Care | |
| NVSEF | Novartis AG | Pink Sheet | Drug Manufacturers—General | |
| NVDA | NVIDIA | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology |
Usaa Global Equity Risk Profiles
| Mean Deviation | 0.8947 | |||
| Standard Deviation | 2.44 | |||
| Variance | 5.96 | |||
| Risk Adjusted Performance | (0.08) |
Usaa Global Against Markets
Other Information on Investing in Usaa Mutual Fund
Usaa Global financial ratios help investors to determine whether Usaa 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 Usaa with respect to the benefits of owning Usaa Global security.
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