Growth Financials
| USBLX Fund | USD 28.62 0.06 0.21% |
Growth |
Please note that you must use caution to infer results of funds 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 Fund Summary
Growth competes with Vanguard Wellesley, Vanguard Wellesley, Blackrock Multi, Hartford Balanced, and Hartford Balanced. Using preset target ranges, the funds strategy is to invest a majority of its assets in tax-exempt bonds and money market instruments and the remainder in blue chip stocks . It is managed with the goal of minimizing the impact of federal income tax to shareholders.Specialization | Allocation--30% to 50% Equity, Large Blend |
| Instrument | USA Mutual Fund View All |
| Exchange | NMFQS Exchange |
| ISIN | US9032874078 |
| Business Address | Usaa Mutual Funds |
| Mutual Fund Family | Victory Capital |
| Mutual Fund Category | Allocation--30% to 50% Equity |
| Benchmark | Dow Jones Industrial |
| Phone | 800 235 8396 |
| Currency | USD - US Dollar |
Growth Key Financial Ratios
Growth Financial Ratios Relationships
Comparative valuation techniques use various fundamental indicators to help in determining Growth's current stock value. Our valuation model uses many indicators to compare Growth value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across Growth competition to find correlations between indicators driving Growth's intrinsic value. More Info.Growth And Tax is rated third in price to earning among similar funds. It is presently regarded as number one fund in price to book among similar funds fabricating about 0.14 of Price To Book per Price To Earning. The ratio of Price To Earning to Price To Book for Growth And Tax is roughly 7.15 . 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's earnings, one of the primary drivers of an investment's value.Growth And Tax Systematic Risk
Growth's systematic risk plays a vital role in portfolio allocation when considering its stock to be added to a well-diversified portfolio. Growth 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 thirty-six with a total number of output elements of twenty-five. The Beta measures systematic risk based on how returns on Growth And Tax correlated with the market. If Beta is less than 0 Growth generally moves in the opposite direction as compared to the market. If Growth Beta is about zero movement of price series is uncorrelated with the movement of the benchmark. if Beta is between zero and one Growth And Tax is generally moves in the same direction as, but less than the movement of the market. For Beta = 1 movement of Growth is generally in the same direction as the market. If Beta > 1 Growth moves generally in the same direction as, but more than the movement of the benchmark.
Growth December 11, 2024 Opportunity Range
Along with financial statement analysis, the daily predictive indicators of Growth help investors to analyze its daily demand and supply, volume, patterns, and price swings to determine the real value of Growth And Tax. We use our internally-developed statistical techniques to arrive at the intrinsic value of Growth And Tax 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's daily price indicators and compare them against related drivers.
| Downside Deviation | 0.3925 | |||
| Information Ratio | (0.12) | |||
| Maximum Drawdown | 1.76 | |||
| Value At Risk | (0.57) | |||
| Potential Upside | 0.6157 |
Other Information on Investing in Growth Mutual Fund
Growth 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 security.
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