Income Stock Fund Quote
| UIISX Fund | USD 19.11 0.02 0.10% |
Performance9 of 100
| Odds Of DistressLess than 19
|
Income Stock is trading at 19.11 as of the 19th of April 2024; that is 0.10% increase since the beginning of the trading day. The fund's open price was 19.09. Income Stock has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading 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 22nd of October 2023 and ending today, the 19th of April 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
Moving together with Income Mutual Fund
| 0.98 | UICGX | Capital Growth | PairCorr |
| 0.94 | UIEMX | Emerging Markets | PairCorr |
| 0.67 | UIHIX | High Me Fund | PairCorr |
| 0.97 | UIIFX | International Fund | PairCorr |
| 0.97 | UIGIX | Growth Me Fund | PairCorr |
| 0.89 | UIGRX | Growth Fund Growth | PairCorr |
Income 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. Income Stock's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Income Stock or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | USAA Funds, Large Value Funds, Large Value, USAA (View all Sectors) |
| Update Date | 31st of March 2024 |
Income Stock Fund [UIISX] is traded in USA and was established 19th of April 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 5.7% with the current yeild of 0.02%, while the total return for the last 3 years was 8.35%.
Check Income Stock 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 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.
Top Income Stock Fund Mutual Fund Constituents
| PM | Philip Morris International | Stock | Consumer Staples |
| C | Citigroup | Stock | Financials |
| CSCO | Cisco Systems | Stock | Information Technology |
| AAPL | Apple Inc | Stock | Information Technology |
| MCD | McDonalds | Stock | Consumer Discretionary |
| DUK | Duke Energy | Stock | Utilities |
| ALL | The Allstate | Stock | Financials |
Income Stock Target Price Odds Analysis
Based on a normal probability distribution, the odds of Income Stock jumping above the current price in 90 days from now is about 49.4%. The Income Stock Fund probability density function shows the probability of Income Stock mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Income Stock has a beta of 0.9779. This usually implies Income Stock Fund market returns are sensitive to returns on the market. As the market goes up or down, Income Stock is expected to follow. Additionally, income Stock Fund has an alpha of 0.0179, implying that it can generate a 0.0179 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Income Stock to move above the current price in 90 days from now is about 49.4 (This Income Stock Fund probability density function shows the probability of Income Mutual Fund to fall within a particular range of prices over 90 days) .
Income Stock Top Holders
| UCEQX | Cornerstone Equity Fund | Mutual Fund | World Large-Stock Blend |
| URSIX | Target Retirement 2060 | Mutual Fund | Target-Date 2060+ |
| URFFX | Target Retirement 2050 | Mutual Fund | Target-Date 2050 |
| URINX | Target Retirement Income | Mutual Fund | Target-Date Retirement |
| URFRX | Target Retirement 2040 | Mutual Fund | Target-Date 2040 |
| URTRX | Target Retirement 2030 | Mutual Fund | Target-Date 2030 |
Income Stock Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Income Stock market risk premium is the additional return an investor will receive from holding Income Stock 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 Income Stock. 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 Income Stock's alpha and beta are two of the key measurements used to evaluate Income Stock's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.4908 | |||
| Semi Deviation | 0.5901 | |||
| Standard Deviation | 0.6467 | |||
| Variance | 0.4182 |
Income Stock Against Markets
Picking the right benchmark for Income Stock 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 Income Stock 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 Income Stock is critical whether you are bullish or bearish towards Income Stock Fund at a given time. Please also check how Income Stock'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 Income Stock 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?
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Portfolio OptimizationCompute new portfolio that will generate highest expected return given your specified tolerance for risk |
| All Next | Launch Module |
How to buy Income Mutual Fund?
Before investing in Income Stock, 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 Income Stock. To buy Income Stock fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Income Stock. 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 Income Stock fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Income Stock 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 Income Stock 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 Income Stock 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 Income Stock Fund?
The danger of trading Income Stock 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 Income Stock 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 Income Stock. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Income Stock 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 Income Stock 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 state. You can also try the Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.