Capital Growth Fund Quote
| UICGX Fund | USD 12.78 0.06 0.47% |
PerformanceVery Weak
| Odds Of DistressLow
|
Capital Growth is trading at 12.78 as of the 20th of March 2025; that is 0.47 percent down since the beginning of the trading day. The fund's open price was 12.84. Capital Growth has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over 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 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
Capital Mutual Fund Highlights
| Fund Concentration | USAA Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, USAA, Large Blend, World Large-Stock Value (View all Sectors) |
| Update Date | 31st of March 2025 |
Capital Growth Fund [UICGX] is traded in USA and was established 20th of March 2025. Capital Growth is listed under USAA category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of USAA family. This fund at this time has accumulated 923.84 M in net assets with minimum initial investment of 1000 K. Capital Growth is currently producing year-to-date (YTD) return of 0.16% with the current yeild of 0.02%, while the total return for the last 3 years was 10.09%.
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
| AVGO | Broadcom | Stock | Information Technology | |
| BA | The Boeing | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MO | Altria Group | Stock | Consumer Staples | |
| GOOG | Alphabet Inc Class C | Stock | Communication Services | |
| T | ATT Inc | Stock | Communication Services | |
| NVDA | NVIDIA | Stock | Information Technology | |
| INTC | Intel | Stock | Information Technology |
Capital Growth Risk Profiles
| Mean Deviation | 0.8159 | |||
| Standard Deviation | 1.45 | |||
| Variance | 2.1 | |||
| Risk Adjusted Performance | (0.11) |
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.
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