Aggressive Growth Fund Quote
| UIAGX Fund | USD 58.74 0.95 1.64% |
Performance4 of 100
| Odds Of DistressLess than 20
|
Aggressive Growth is trading at 58.74 as of the 24th of April 2024; that is 1.64 percent up since the beginning of the trading day. The fund's open price was 57.79. Aggressive Growth has about a 20 % 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. Equity ratings for Aggressive Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of March 2024 and ending today, the 24th of April 2024. Click here to learn more.
The fund invests primarily in equity securities of large-capitalization companies that are selected for their growth potential. 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 Aggressive Growth Fund
Moving together with Aggressive Mutual Fund
| 0.94 | UICGX | Capital Growth | PairCorr |
| 0.91 | UIEMX | Emerging Markets | PairCorr |
| 0.88 | UIIFX | International Fund | PairCorr |
| 0.95 | UIGIX | Growth Me Fund | PairCorr |
| 1.0 | UIGRX | Growth Fund Growth | PairCorr |
Aggressive Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Aggressive Growth's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Aggressive Growth or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | USAA Funds, Large Growth Funds, Large Growth, USAA (View all Sectors) |
| Update Date | 31st of March 2024 |
Aggressive Growth Fund [UIAGX] is traded in USA and was established 24th of April 2024. Aggressive Growth 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 1.68 B in net assets with no minimum investment requirementsAggressive Growth is currently producing year-to-date (YTD) return of 7.62%, while the total return for the last 3 years was 4.84%.
Check Aggressive 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 Aggressive 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 Aggressive 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 Aggressive 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 Aggressive Growth Fund Mutual Fund Constituents
| NOW | ServiceNow | Stock | Information Technology |
| NKE | Nike Inc | Stock | Consumer Discretionary |
| CMG | Chipotle Mexican Grill | Stock | Consumer Discretionary |
| NCLH | Norwegian Cruise Line | Stock | Consumer Discretionary |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary |
| ORCL | Oracle | Stock | Information Technology |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
Aggressive Growth Target Price Odds Analysis
Based on a normal probability distribution, the odds of Aggressive Growth jumping above the current price in 90 days from now is about 66.81%. The Aggressive Growth Fund probability density function shows the probability of Aggressive Growth mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.1642. This usually implies as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Aggressive Growth will likely underperform. Additionally, aggressive Growth Fund has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Aggressive Growth to move above the current price in 90 days from now is about 66.81 (This Aggressive Growth Fund probability density function shows the probability of Aggressive Mutual Fund to fall within a particular range of prices over 90 days) .
Aggressive Growth Top Holders
| UCEQX | Cornerstone Equity Fund | Mutual Fund | World Large-Stock Blend |
Aggressive Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Aggressive Growth market risk premium is the additional return an investor will receive from holding Aggressive Growth long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Aggressive Growth. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Aggressive Growth's alpha and beta are two of the key measurements used to evaluate Aggressive Growth's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9048 | |||
| Semi Deviation | 0.9909 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 |
Aggressive Growth Against Markets
Picking the right benchmark for Aggressive Growth mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Aggressive Growth mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Aggressive Growth is critical whether you are bullish or bearish towards Aggressive Growth Fund at a given time. Please also check how Aggressive Growth's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Aggressive Growth without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Risk-Return Analysis Now
Risk-Return AnalysisView associations between returns expected from investment and the risk you assume |
| All Next | Launch Module |
How to buy Aggressive Mutual Fund?
Before investing in Aggressive Growth, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Aggressive Growth. To buy Aggressive Growth fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Aggressive Growth. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Aggressive Growth fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Aggressive Growth Fund fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Aggressive Growth Fund fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Aggressive Growth Fund, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Aggressive Growth Fund?
The danger of trading Aggressive Growth Fund is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Aggressive Growth is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Aggressive Growth. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Aggressive Growth is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Aggressive Growth 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 price. Note that the Aggressive Growth information on this page should be used as a complementary analysis to other Aggressive Growth's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Stock Screener module to find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..