Growth Income is trading at 22.91 as of the 20th of March 2025; that is 0.87 percent down since the beginning of the trading day. The fund's open price was 23.11. Growth Income has about a 23 % 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 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
Growth Income Fund [UIGIX] is traded in USA and was established 20th of March 2025. Growth Income is listed under USAA category by Fama And French industry classification. The fund is listed under Large Blend category and is part of USAA family. This fund at this time has accumulated 1.95 B in net assets with no minimum investment requirementsGrowth Income is currently producing year-to-date (YTD) return of 2.42% with the current yeild of 0.01%, while the total return for the last 3 years was 12.03%.
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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.
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.