Growth Fund Growth Fund Quote
| UIGRX Fund | USD 35.52 0.58 1.66% |
PerformanceVery Weak
| Odds Of DistressLow
|
Growth Fund is trading at 35.52 as of the 20th of March 2025; that is 1.66 percent up since the beginning of the trading day. The fund's open price was 34.94. Growth Fund 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 a diversified portfolio of equity securities selected for their growth potential. Although the fund will invest 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 Fund Growth
Moving together with Growth Mutual Fund
Moving against Growth Mutual Fund
Growth Mutual Fund Highlights
| Fund Concentration | USAA Funds, Large Growth Funds, Large Growth, USAA (View all Sectors) |
| Update Date | 31st of March 2025 |
Growth Fund Growth [UIGRX] is traded in USA and was established 20th of March 2025. Growth Fund is listed under USAA category by Fama And French industry classification. The fund is listed under Large Growth category and is part of USAA family. This fund at this time has accumulated 2.86 B in net assets with no minimum investment requirementsGrowth Fund Growth is currently producing year-to-date (YTD) return of 0.99%, while the total return for the last 3 years was 15.85%.
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 Growth 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 Growth Mutual Fund Constituents
| REGN | Regeneron Pharmaceuticals | Stock | Health Care | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| EXPD | Expeditors International of | Stock | Industrials | |
| QCOM | Qualcomm Incorporated | Stock | Information Technology | |
| BABA | Alibaba Group Holding | Stock | Consumer Discretionary | |
| CRM | Salesforce | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials |
Growth Fund Top Holders
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ | |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 | |
| UCEQX | Cornerstone Equity Fund | Mutual Fund | World Large-Stock Blend | |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 | |
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 | |
| URINX | Target Retirement Income | Mutual Fund | Target-Date Retirement |
Growth Fund Growth Risk Profiles
| Mean Deviation | 1.26 | |||
| Standard Deviation | 1.77 | |||
| Variance | 3.14 | |||
| Risk Adjusted Performance | (0.15) |
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.
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| Odds Of Bankruptcy Get analysis of equity chance of financial distress in the next 2 years |