Growth Income Fund Quote

USGRX Fund  USD 25.00  0.01  0.04%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Growth Income is trading at 25.00 as of the 19th of July 2025; that is 0.04 percent down since the beginning of the trading day. The fund's open price was 25.01. Growth Income has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 30th of July 2023 and ending today, the 19th of July 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

Moving together with Growth Mutual Fund

  1.0UINQX Usaa Nasdaq 100PairCorr
  0.98SRVEX Victory Diversified StockPairCorr
  0.73UITBX Intermediate Term BondPairCorr
  0.72UITCX Usaa Intermediate TermPairCorr
  0.79UITIX Usaa Tax ExemptPairCorr

Moving against Growth Mutual Fund

  0.41IPFIX Victory IncorePairCorr

Growth Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Value Funds, Large Blend Funds, Large Blend, Victory Capital, Large Blend, Large Blend (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of December 2022
Fiscal Year EndJuly
Growth Income Fund [USGRX] is traded in USA and was established 19th of July 2025. Growth Income is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory Capital family. This fund at this time has accumulated 1.72 B in net assets with no minimum investment requirementsGrowth Income is currently producing year-to-date (YTD) return of 6.54% with the current yeild of 0.01%, while the total return for the last 3 years was 18.49%.
Check Growth Income 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 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.

Top Growth Income Fund Mutual Fund Constituents

TSLATesla IncStockConsumer Discretionary
MGMMGM Resorts InternationalStockConsumer Discretionary
CMECME GroupStockFinancials
MSFTMicrosoftStockInformation Technology
RCLRoyal Caribbean CruisesStockConsumer Discretionary
VRTXVertex PharmaceuticalsStockHealth Care
BAThe BoeingStockIndustrials
DISWalt DisneyStockCommunication Services
More Details

Growth Income Risk Profiles

Growth Income Against Markets

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.
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