Capital Growth Fund Quote
| USCGX Fund | USD 12.95 0.10 0.77% |
Performance14 of 100
| Odds Of DistressLess than 18
|
Capital Growth is trading at 12.95 as of the 16th of April 2024; that is -0.77 percent decrease since the beginning of the trading day. The fund's open price was 13.05. Capital Growth 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 Capital Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 17th of March 2024 and ending today, the 16th of April 2024. Click here to learn more.
The fund invests primarily in U.S. and foreign equity securities that are believed to be the most attractive in the global marketplace. It may invest up to 100 percent of its assets in foreign securities, including securities issued in emerging markets. More on Capital Growth Fund
Moving together with Capital Mutual Fund
| 0.93 | UINQX | Usaa Nasdaq 100 | PairCorr |
| 0.99 | SRVEX | Victory Diversified Stock | PairCorr |
| 0.7 | UITIX | Usaa Tax Exempt | PairCorr |
Capital 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. Capital Growth's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Capital Growth or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Victory Capital Funds, Large Blend Funds, World Large-Stock Blend Funds, World Large-Stock Blend, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of December 2022 |
| Fiscal Year End | July |
Capital Growth Fund [USCGX] is traded in USA and was established 16th of April 2024. Capital 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 822.77 M in net assets with no minimum investment requirementsCapital Growth is currently producing year-to-date (YTD) return of 7.67% with the current yeild of 0.01%, while the total return for the last 3 years was 7.46%.
Check Capital 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 Capital 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 Capital 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 Capital 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 Capital Growth Fund Mutual Fund Constituents
| GOOGL | Alphabet Inc Class A | Stock | Communication Services |
| MSFT | Microsoft | Stock | Information Technology |
| CVS | CVS Health Corp | Stock | Health Care |
| LOW | Lowes Companies | Stock | Consumer Discretionary |
| ALK | Alaska Air Group | Stock | Industrials |
| PKG | Packaging Corp of | Stock | Materials |
| MO | Altria Group | Stock | Consumer Staples |
Capital Growth Target Price Odds Analysis
Based on a normal probability distribution, the odds of Capital Growth jumping above the current price in 90 days from now is about 39.01%. The Capital Growth Fund probability density function shows the probability of Capital Growth mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Capital Growth has a beta of 0.9803. This usually implies Capital Growth Fund market returns are sensitive to returns on the market. As the market goes up or down, Capital Growth is expected to follow. Additionally, capital Growth Fund has an alpha of 0.0437, implying that it can generate a 0.0437 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Capital Growth to move above the current price in 90 days from now is about 39.01 (This Capital Growth Fund probability density function shows the probability of Capital Mutual Fund to fall within a particular range of prices over 90 days) .
Capital Growth Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Capital Growth market risk premium is the additional return an investor will receive from holding Capital 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 Capital 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 Capital Growth's alpha and beta are two of the key measurements used to evaluate Capital Growth's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.5288 | |||
| Semi Deviation | 0.4768 | |||
| Standard Deviation | 0.6727 | |||
| Variance | 0.4526 |
Capital Growth Against Markets
Picking the right benchmark for Capital 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 Capital 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 Capital Growth is critical whether you are bullish or bearish towards Capital Growth Fund at a given time. Please also check how Capital 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 Capital 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?
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| All Next | Launch Module |
How to buy Capital Mutual Fund?
Before investing in Capital 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 Capital Growth. To buy Capital Growth fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Capital 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 Capital Growth fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Capital 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 Capital 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 Capital 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 Capital Growth Fund?
The danger of trading Capital 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 Capital 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 Capital Growth. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Capital 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 Capital 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 Capital Growth information on this page should be used as a complementary analysis to other Capital 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 Portfolio Comparator module to compare the composition, asset allocations and performance of any two portfolios in your account.