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Victory Aggressive Growth Institutional UIAGX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 57.79  /  +1.03 %
  • Total Assets 2.0 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 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 lowest 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 51.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

10.37 226.7 Mil
Technology

Microsoft Corp

7.64 167.0 Mil
Technology

Meta Platforms Inc Class A

5.70 124.5 Mil
Communication Services

Amazon.com Inc

5.44 118.9 Mil
Consumer Cyclical

Alphabet Inc Class C

5.19 113.3 Mil
Communication Services

Apple Inc

4.24 92.6 Mil
Technology

Visa Inc Class A

4.20 91.7 Mil
Financial Services

Broadcom Inc

3.05 66.7 Mil
Technology

ServiceNow Inc

2.59 56.6 Mil
Technology

Arista Networks Inc

2.59 56.6 Mil
Technology