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Victory Aggressive Growth Institutional UIAGX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 59.85  /  −0.38 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.530%
  • Expense Ratio 0.530%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 65%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:20 PM GMT+0

Morningstar’s Analysis UIAGX

Will UIAGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Victory Aggressive Growth Institutional's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings UIAGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 48.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.71 149.2 Mil
Technology

NVIDIA Corp

6.98 135.1 Mil
Technology

Alphabet Inc Class C

5.42 104.9 Mil
Communication Services

Apple Inc

5.37 103.9 Mil
Technology

Amazon.com Inc

5.17 100.1 Mil
Consumer Cyclical

Meta Platforms Inc Class A

4.75 92.1 Mil
Communication Services

Visa Inc Class A

4.44 86.0 Mil
Financial Services

ServiceNow Inc

2.90 56.2 Mil
Technology

Broadcom Inc

2.78 53.8 Mil
Technology

Tesla Inc

2.70 52.3 Mil
Consumer Cyclical