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Morningstar

Victory Aggressive Growth Institutional UIAGX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 62.70  /  +0.14 %
  • Total Assets 2.2 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 45%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

Morningstar’s Analysis UIAGX

Will UIAGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UIAGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the UIAGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of UIAGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UIAGX

More UIAGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

11.65 270.3 Mil
Technology

Microsoft Corp

7.58 175.8 Mil
Technology

Alphabet Inc Class C

5.52 128.2 Mil
Communication Services

Meta Platforms Inc Class A

5.45 126.5 Mil
Communication Services

Amazon.com Inc

5.44 126.3 Mil
Consumer Cyclical

Apple Inc

4.87 113.1 Mil
Technology

Eli Lilly and Co

3.65 84.7 Mil
Healthcare

Broadcom Inc

3.60 83.6 Mil
Technology

Visa Inc Class A

3.55 82.5 Mil
Financial Services

Arista Networks Inc

2.88 66.7 Mil
Technology