Morningstar

Victory Global Managed Volatility Fund Institutional Shares UGOFX

Medalist Rating as of Aug 31, 2026 See Victory Capital Investment Hub

Strategy

The investment seeks to attain long-term capital appreciation while attempting to reduce volatility during unfavorable market conditions. The fund's principal strategy is to combine a portfolio of domestic and foreign equity securities, including emerging markets securities, designed to provide growth with lower volatility. It primarily invests in stocks that exhibit high-quality characteristics such as high levels of profitability and stable earnings, which may lower volatility in the fund’s returns.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
UGMVX	Victory Global Managed Volatility Fund Fund Shares	No Load	Open			Jul 15, 2013	$11.95M	0.900%	Average	$3,000	−$879,033.01
UGOFX	Victory Global Managed Volatility Fund Institutional Shares	Institutional	Open			Jul 31, 2008	$332.68M	0.700%	Low	$1M	−$179.28M

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