Growth Income Fund Manager Performance Evaluation
| UIGIX Fund | USD 25.77 0.03 0.12% |
The fund retains a Market Volatility (i.e., Beta) of 0.62, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Growth Income's returns are expected to increase less than the market. However, during the bear market, the loss of holding Growth Income is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Growth Income Fund are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly weak forward indicators, Growth Income may actually be approaching a critical reversion point that can send shares even higher in February 2026.
...moreGrowth |
Growth Income Relative Risk vs. Return Landscape
If you would invest 2,340 in Growth Income Fund on October 28, 2025 and sell it today you would earn a total of 237.00 from holding Growth Income Fund or generate 10.13% return on investment over 90 days. Growth Income Fund is currently producing 0.1637% returns and takes up 1.0678% volatility of returns over 90 trading days. Put another way, 9% of traded mutual funds are less volatile than Growth, and 97% of all traded equity instruments are likely to generate higher returns over the next 90 trading days. Expected Return |
| Risk |
Growth Income Current Valuation
Undervalued
Today
Please note that Growth Income's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Growth Income retains a regular Real Value of $26.39 per share. The prevalent price of the fund is $25.77. We determine the value of Growth Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage acquiring undervalued mutual funds and dropping overvalued mutual funds since, at some point, mutual fund prices and their ongoing real values will come together.
Since Growth Income is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Growth Mutual Fund. However, Growth Income's intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 25.77 | Real 26.39 | Hype 25.77 |
The intrinsic value of Growth Income's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Growth Income's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Growth Income Fund helps investors to forecast how Growth mutual fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Growth Income more accurately as focusing exclusively on Growth Income's fundamentals will not take into account other important factors: Growth Income Target Price Odds to finish over Current Price
The tendency of Growth Mutual Fund price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 25.77 | 90 days | 25.77 | about 10.01 |
Based on a normal probability distribution, the odds of Growth Income to move above the current price in 90 days from now is about 10.01 (This Growth Income Fund probability density function shows the probability of Growth Mutual Fund to fall within a particular range of prices over 90 days) .
Assuming the 90 days horizon Growth Income has a beta of 0.62. This usually implies as returns on the market go up, Growth Income average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Growth Income Fund will be expected to be much smaller as well. Additionally Growth Income Fund has an alpha of 0.1253, implying that it can generate a 0.13 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Growth Income Price Density |
| Price |
Predictive Modules for Growth Income
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Growth Income. Regardless of method or technology, however, to accurately forecast the mutual fund market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the mutual fund market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Growth Income Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Growth Income is not an exception. The market had few large corrections towards the Growth Income's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Growth Income Fund, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Growth Income within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 0.62 | |
σ | Overall volatility | 1.21 | |
Ir | Information ratio | 0.1 |
Growth Income Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Growth Income for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Growth Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| The fund keeps 99.33% of its net assets in stocks |
Growth Income Fundamentals Growth
Growth Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Growth Income, and Growth Income fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Growth Mutual Fund performance.
| Price To Earning | 17.56 X | |||
| Price To Book | 2.29 X | |||
| Price To Sales | 1.66 X | |||
| Total Asset | 1.46 B | |||
About Growth Income Performance
Evaluating Growth Income's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Growth Income has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Growth Income has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The fund invests its assets primarily in equity securities that show the best potential for total return through a combination of capital growth and income. 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.Things to note about Growth Income performance evaluation
Checking the ongoing alerts about Growth Income for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Growth Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The fund keeps 99.33% of its net assets in stocks |
- Analyzing Growth Income's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Growth Income's stock is overvalued or undervalued compared to its peers.
- Examining Growth Income's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Growth Income's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Growth Income's management team can help you assess the Mutual Fund's leadership.
- Pay attention to analyst opinions and ratings of Growth Income's mutual fund. These opinions can provide insight into Growth Income's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Growth Mutual Fund
Growth Income financial ratios help investors to determine whether Growth 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 Growth with respect to the benefits of owning Growth Income security.
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