Victory World Equity Fund Institutional Shares UIWGX

Morningstar Medalist Rating
  • NAV / 1-Day Return$35.40  /  −0.62%
  • Fund Size$1.6B
  • Adjusted Expense Ratio1.010%
  • Net Expense Ratio1.010%
  • Fee Level: DistributionHigh
  • Share Class TypeInstitutional
  • Morningstar CategoryGlobal Large-Stock Blend
  • Equity Style Box (Funds)Large Blend
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield0.78%
  • Turnover Ratio50%

Morningstar’s Analysis UIWGX

Will UIWGX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory World Equity Institutional holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings UIWGX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings27.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.9179M
Technology

Apple Inc

4.5073M
Technology

Microsoft Corp

3.8061M
Technology

Alphabet Inc Class C

2.9247M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd

2.5942M
Technology

Amazon.com Inc

2.5141M
Consumer Cyclical

ASML Holding NV

1.6326M
Technology

ExxonMobil Holdings Corp

1.6026M
Energy

Samsung Electronics Co Ltd

1.4023M
Technology

Cash

1.2821M
Cash and Equivalents

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