Growth Income Financials
| UIGIX Fund | USD 25.75 0.12 0.47% |
Growth |
Please note that past performance is not an indicator of the future performance of Growth Income, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Growth Income Fund Summary
Growth Income competes with Vanguard Total, Vanguard Total, Vanguard Total, Vanguard Total, and Vanguard 500. 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.Specialization | Large Blend, Large Growth |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032877956 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | USAA |
| Mutual Fund Category | Large Blend |
| Benchmark | NYSE Composite |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
You should never invest in Growth Income Fund without having analyzed available financial metrics that contribute to the net asset value (NAV) of the fund. Do not rely on someone else's analysis or guesses about the future performance of Growth Mutual Fund, because this is throwing your money away. Analyzing the key information contained in Growth Income's prospectus and an annual reports, can give you an edge over other investors and help to ensure that your investments perform well for you.
Growth Income Key Financial Ratios
Generally speaking, Growth Income's financial ratios allow both analysts and investors to convert raw data from Growth Income's financial statements into concise, actionable information that can be used to evaluate the performance of Growth Income over time and compare it to other companies across industries. There are many critical financial ratios that investors are exposed to on a daily basis, but they are usually grouped into few meaningful categories from each financial statement that Growth Income reports annually and quarterly.Growth Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Growth Income's current stock value. Our valuation model uses many indicators to compare Growth Income value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Growth Income competition to find correlations between indicators driving Growth Income's intrinsic value. More Info.Growth Income Fund is rated third in price to earning among similar funds. It is rated below average in price to book among similar funds fabricating about 0.13 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Growth Income Fund is roughly 7.67 . Comparative valuation analysis is a catch-all model that can be used if you cannot value Growth Income by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for Growth Income's Mutual Fund. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the Growth Income's earnings, one of the primary drivers of an investment's value.Growth Income Systematic Risk
Growth Income's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Growth Income volatility which cannot be eliminated through diversification, requires returns over the risk-free rate. Over the long run, a well-diversified portfolio provides returns that match its exposure to systematic risk. In this case, investors face a trade-off between expected returns and systematic risk and, therefore, can only reduce a portfolio's exposure to systematic risk by sacrificing expected returns on the portfolio.
The output start index for this execution was twenty-four with a total number of output elements of thirty-seven. The Beta measures systematic risk based on how returns on Growth Income correlated with the market. If Beta is less than 0 Growth Income generally moves in the opposite direction as compared to the market. If Growth Income Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Growth Income is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Growth Income is generally in the same direction as the market. If Beta > 1 Growth Income moves generally in the same direction as, but more than the movement of the benchmark.
Growth Income Thematic Clasifications
Growth Income Fund is part of Large Growth Funds investing theme. If you are a theme-oriented, socially responsible, and at the same time, a result-driven investor, you can align your investing habits with your values without jeopardizing your expectations about returns. You can easily create an optimal portfolio of stocks, ETFs, funds, or cryptocurrencies based on a specific theme of your liking. Funds with large capitalization growth equities. Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate
This theme covers Funds with large capitalization growth equities. Funds or Etfs that invest in stocks of large-sized companies with above-average risk and growth rate. Get More Thematic Ideas
Growth Income Fund is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Blend category is currently estimated at about 4.5 Trillion. Growth Income adds roughly 1.95 Billion in net asset claiming only tiny portion of funds under Large Blend category.| Large Growth Funds | View |
Growth Income May 14, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Growth Income help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Growth Income Fund. We use our internally-developed statistical techniques to arrive at the intrinsic value of Growth Income Fund based on widely used predictive technical indicators. In general, we focus on analyzing Growth Mutual Fund price patterns and their correlations with different microeconomic environment and drivers. We also apply predictive analytics to build Growth Income's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.69 | |||
| Information Ratio | (0.01) | |||
| Maximum Drawdown | 3.54 | |||
| Value At Risk | (1.13) | |||
| Potential Upside | 1.01 |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Growth Income Fund. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.