tiprankstipranks

USGRX Mutual Fund Price & Analysis

USGRX is a mutual fund that focuses on both growth and income investments. It is managed by USAA Mutual Funds Trust and aims to provide investors with long-term capital appreciation and regular income through a diversified portfolio of stocks and bonds. The fund primarily invests in large and mid-cap companies in the US, with a focus on those with strong growth potential and stable dividend payments. With a ticker symbol of USGRX, this fund offers investors the opportunity to benefit from both growth and income in the US market.

USGRX Mutual Fund Chart & Stats

Previous Close$26.87
Sub-CategoryLarge Cap
Total Liabilities4.77M
Expense Ratio0.81%
Holding Count438
Brandvictory portfolios iii
0.28 (1.02%)
CategoryEquity
Total Assets1.87B
Shares Outstanding81,496,831
52-Week Range$19.90 - $27.39

USGRX Mutual Fund Smart Score

For Mutual Funds, the calculations for the Smart Score, Analyst Consensus, Price Target, Blogger Sentiment, News Sentiment and Insider Transactions are based on the weighted average of the Mutual Fund's holdings and some additional factors. Hedge Fund Trend, Crowd Wisdom and Technicals are based on the actual Mutual Fund ticker.​

Top 10 Holdings

Name
Weight %
Microsoft
4.55%
Apple Inc
3.73%
Nvidia Corporation
3.50%
Alphabet Inc. Class C
2.94%
JPMorgan Chase & Co.
2.67%
Meta Platforms, Inc.
2.26%
Amazon.Com, Inc.
2.20%
Johnson & Johnson
1.74%
Eli Lilly And Company
1.70%
Broadcom Inc.
1.34%
Total26.63%

Recently Viewed

What's Included in PREMIUM?
Make informed decisions based on Top Analysts' activity
Know what industry insiders are buying
Get actionable alerts from top Wall Street Analysts
Find out before anyone else which stock is going to shoot up
Get powerful stock screeners & detailed portfolio analysis