Income Stock is trading at 22.00 as of the 1st of December 2024; that is 0.23 percent up since the beginning of the trading day. The fund's open price was 21.95. Income Stock has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Income Stock Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of November 2024 and ending today, the 1st of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in common stocks, with at least 65 percent of the funds assets normally invested in common stocks of companies that pay dividends. 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 Income Stock Fund
Income Stock Fund [UIISX] is traded in USA and was established 1st of December 2024. Income Stock is listed under USAA category by Fama And French industry classification. The fund is listed under Large Value category and is part of USAA family. This fund at this time has accumulated 2.78 B in net assets with no minimum investment requirementsIncome Stock is currently producing year-to-date (YTD) return of 21.66% with the current yeild of 0.02%, while the total return for the last 3 years was 10.32%.
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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 Income 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 Income 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 Income Stock 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.
Other Information on Investing in Income Mutual Fund
Income Stock financial ratios help investors to determine whether Income 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 Income with respect to the benefits of owning Income Stock security.