Income Stock Fund Quote
| USISX Fund | USD 17.78 0.12 0.67% |
PerformanceInsignificant
| Odds Of DistressLow
|
Income Stock is trading at 17.78 as of the 19th of March 2025; that is 0.67 percent down since the beginning of the trading day. The fund's open price was 17.9. Income Stock has about a 23 % 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. The performance scores are derived for the period starting the 19th of December 2024 and ending today, the 19th of March 2025. Click here to learn more.
The fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds assets normally invested in common stocks of companies that pay dividends. 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 Income Stock Fund
Moving together with Income Mutual Fund
Income Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Value Funds, Large Value, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2025 |
| Fiscal Year End | July |
Income Stock Fund [USISX] is traded in USA and was established 19th of March 2025. Income Stock is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Value category and is part of Victory Capital family. This fund at this time has accumulated 2.44 B in net assets with minimum initial investment of 3 K. Income Stock is currently producing year-to-date (YTD) return of 0.91% with the current yeild of 0.02%, while the total return for the last 3 years was 8.88%.
Check Income Stock 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 Income 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 Income 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 Income Stock 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 Income Stock Fund Mutual Fund Constituents
| ABBV | AbbVie Inc | Stock | Health Care | |
| AAPL | Apple Inc | Stock | Information Technology | |
| AMGN | Amgen Inc | Stock | Health Care | |
| MRK | Merck Company | Stock | Health Care | |
| CMCSA | Comcast Corp | Stock | Communication Services | |
| TXN | Texas Instruments Incorporated | Stock | Information Technology | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| MCD | McDonalds | Stock | Consumer Discretionary |
Income Stock Risk Profiles
| Mean Deviation | 0.853 | |||
| Standard Deviation | 1.91 | |||
| Variance | 3.64 | |||
| Risk Adjusted Performance | (0.12) |
Income Stock Against Markets
Other Information on Investing in Income Mutual Fund
Income Stock financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Stock security.
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