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Victory Precious Metals & Minerals Instl UIPMX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 14.67  /  −2.13 %
  • Total Assets 424.6 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Equity Precious Metals
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 2.83%
  • Turnover 4%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis UIPMX

Will UIPMX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Victory Precious Metals& Minerals Instl to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings UIPMX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 65.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Barrick Gold Corp

10.86 54.3 Mil
Basic Materials

Newmont Corp

9.48 47.4 Mil
Basic Materials

Agnico Eagle Mines Ltd

9.03 45.2 Mil
Basic Materials

Wheaton Precious Metals Corp

7.13 35.6 Mil
Basic Materials

Gold Fields Ltd ADR

6.33 31.6 Mil
Basic Materials

Franco-Nevada Corp

6.24 31.2 Mil
Basic Materials

Northern Star Resources Ltd

5.03 25.1 Mil
Basic Materials

B2Gold Corp

4.03 20.1 Mil
Basic Materials

Zijin Mining Group Co Ltd Class H

3.79 18.9 Mil
Basic Materials

Royal Gold Inc

3.54 17.7 Mil
Basic Materials