Equity Growth Fund Quote

AMEIX Fund  USD 33.04  0.36  1.10%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 17

 
High
 
Low
Low
Equity Growth is trading at 33.04 as of the 7th of November 2024; that is 1.10 percent up since the beginning of the trading day. The fund's open price was 32.68. Equity Growth has less than a 17 % 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 Equity Growth Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 8th of October 2024 and ending today, the 7th of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities. In selecting stocks for the fund, the portfolio managers use quantitative and qualitative management techniques in a multi-step process. First, the managers rank stocks, primarily large capitalization, publicly traded U.S. More on Equity Growth Fund

Moving together with Equity Mutual Fund

  0.81AMDVX Mid Cap ValuePairCorr
  0.93AMGIX Income GrowthPairCorr
  0.87AMKIX Emerging MarketsPairCorr

Equity Mutual Fund Highlights

Fund ConcentrationAmerican Century Investments Funds, Large Blend Funds, Large Blend, American Century Investments (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Equity Growth Fund [AMEIX] is traded in USA and was established 7th of November 2024. Equity Growth is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Blend category and is part of American Century Investments family. This fund presently has accumulated 1.75 B in assets under management (AUM) with minimum initial investment of 5 M. Equity Growth is currently producing year-to-date (YTD) return of 21.08% with the current yeild of 0.01%, while the total return for the last 3 years was 5.41%.
Check Equity 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 Equity 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 Equity 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 Equity 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 Equity Growth Fund Mutual Fund Constituents

BAThe BoeingStockIndustrials
XOMExxon Mobil CorpStockEnergy
INTCIntelStockInformation Technology
UNHUnitedHealth Group IncorporatedStockHealth Care
GOOGLAlphabet Inc Class AStockCommunication Services
QCOMQualcomm IncorporatedStockInformation Technology
PFEPfizer IncStockHealth Care
MSFTMicrosoftStockInformation Technology
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Equity Growth Risk Profiles

Equity Growth Against Markets

Other Information on Investing in Equity Mutual Fund

Equity Growth financial ratios help investors to determine whether Equity 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 Equity with respect to the benefits of owning Equity Growth security.
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