Growth Fund R Fund Quote
| AGWRX Fund | USD 47.15 0.44 0.94% |
Performance6 of 100
| Odds Of DistressLess than 20
|
Growth Fund is trading at 47.15 as of the 18th of April 2024; that is 0.94 percent increase since the beginning of the trading day. The fund's open price was 46.71. Growth Fund has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Growth Fund R are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests in stocks of companies that the adviser believes will increase in value over time. The portfolio managers use a variety of analytical research tools and techniques to identify the stocks of larger-sized companies that meet their investment criteria. More on Growth Fund R
Moving together with Growth Mutual Fund
| 0.71 | AMDVX | Mid Cap Value | PairCorr |
| 0.94 | AMEIX | Equity Growth | PairCorr |
| 0.89 | AMGIX | Income Growth | PairCorr |
| 0.91 | AMKIX | Emerging Markets | PairCorr |
| 0.79 | TWADX | Value Fund A | PairCorr |
Growth 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. Growth Fund's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Growth Fund or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | American Century Investments Funds, Large Growth Funds, Large Growth, American Century Investments, Large Growth, Large Growth (View all Sectors) |
| Update Date | 31st of March 2024 |
Growth Fund R [AGWRX] is traded in USA and was established 18th of April 2024. Growth Fund is listed under American Century Investments category by Fama And French industry classification. The fund is listed under Large Growth category and is part of American Century Investments family. This fund presently has accumulated 8.83 B in assets under management (AUM) with no minimum investment requirementsGrowth Fund R is currently producing year-to-date (YTD) return of 10.16%, while the total return for the last 3 years was 8.18%.
Check Growth Fund 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 Growth 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 Growth 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 Growth Fund R 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 Growth Fund R Mutual Fund Constituents
| AMGN | Amgen Inc | Stock | Health Care |
| ORLY | OReilly Automotive | Stock | Consumer Discretionary |
| BA | The Boeing | Stock | Industrials |
| NKE | Nike Inc | Stock | Consumer Discretionary |
| CMCSA | Comcast Corp | Stock | Communication Services |
| MSFT | Microsoft | Stock | Information Technology |
| PANW | Palo Alto Networks | Stock | Information Technology |
Growth Fund Target Price Odds Analysis
Based on a normal probability distribution, the odds of Growth Fund jumping above the current price in 90 days from now is about 50.0%. The Growth Fund R probability density function shows the probability of Growth Fund mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Growth Fund R has a beta of -0.0174. This suggests as returns on the benchmark increase, returns on holding Growth Fund are expected to decrease at a much lower rate. During a bear market, however, Growth Fund R is likely to outperform the market. Additionally, growth Fund R has an alpha of 0.1032, implying that it can generate a 0.1 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Growth Fund to move above the current price in 90 days from now is about 50.0 (This Growth Fund R probability density function shows the probability of Growth Mutual Fund to fall within a particular range of prices over 90 days) .
Growth Fund R Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Growth Fund market risk premium is the additional return an investor will receive from holding Growth Fund 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 Growth Fund. 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 Growth Fund's alpha and beta are two of the key measurements used to evaluate Growth Fund's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.7342 | |||
| Semi Deviation | 0.7003 | |||
| Standard Deviation | 0.9907 | |||
| Variance | 0.9816 |
Growth Fund Against Markets
Picking the right benchmark for Growth Fund 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 Growth Fund 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 Growth Fund is critical whether you are bullish or bearish towards Growth Fund R at a given time. Please also check how Growth Fund'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 Growth Fund 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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ETF CategoriesList of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |
| All Next | Launch Module |
How to buy Growth Mutual Fund?
Before investing in Growth Fund, 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 Growth Fund. To buy Growth Fund fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Growth Fund. 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 Growth Fund fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Growth Fund R 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 Growth Fund R 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 Growth Fund R, 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 Growth Fund R?
The danger of trading Growth Fund R 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 Growth Fund 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 Growth Fund. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Growth Fund R 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 Trending Equities to better understand how to build diversified portfolios, which includes a position in Growth Fund R. 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 metropolitan statistical area. You can also try the Portfolio Dashboard module to portfolio dashboard that provides centralized access to all your investments.