World Growth Fund Quote

USWGX Fund  USD 32.33  0.13  0.40%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
World Growth is trading at 32.33 as of the 23rd of July 2025; that is 0.40 percent up since the beginning of the trading day. The fund's open price was 32.2. World Growth 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 24th of April 2025 and ending today, the 23rd of July 2025. Click here to learn more.
The fund invests its assets primarily in equity securities of both foreign and domestic issuers. The equity securities in which the fund principally invests are common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks.. More on World Growth Fund

Moving together with World Mutual Fund

  0.7UITBX Intermediate Term BondPairCorr
  0.85SBFMX Victory PortfoliosPairCorr
  0.96MMEAX Victory IntegrityPairCorr

Moving against World Mutual Fund

  0.32GUTEX Victory Tax ExemptPairCorr

World Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of October 2019
Fiscal Year EndMay
World Growth Fund [USWGX] is traded in USA and was established 23rd of July 2025. World Growth is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Large-Stock Blend category and is part of Victory Capital family. This fund at this time has accumulated 1.24 B in net assets with no minimum investment requirementsWorld Growth is currently producing year-to-date (YTD) return of 8.57% with the current yeild of 0.01%, while the total return for the last 3 years was 17.52%.
Check World Growth 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 World 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 World 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 World Growth 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 World Growth Fund Mutual Fund Constituents

MDTMedtronic PLCStockHealth Care
CMCSAComcast CorpStockCommunication Services
AAPLApple IncStockInformation Technology
TXNTexas Instruments IncorporatedStockInformation Technology
TMOThermo Fisher ScientificStockHealth Care
SYKStrykerStockHealth Care
SVCBFSvenska Cellulosa AktiebolagetPink SheetLumber & Wood Production
ROGRogersStockInformation Technology
More Details

World Growth Risk Profiles

World Growth Against Markets

Other Information on Investing in World Mutual Fund

World Growth financial ratios help investors to determine whether World 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 World with respect to the benefits of owning World Growth security.
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