Victory World Equity Fund Institutional Shares UIWGX Strategy
Strategy
The investment seeks capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets (plus the amount of borrowings, if any, for investment purposes) in equity securities. The Advisor expects to invest at least 40% of its assets in non-U.S. securities. The “equity securities” in which the fund invests include common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund normally invests its assets in investments that are tied economically to a number of countries throughout the world.
|
Ticker
|
Name
|
Share Class Type
|
Investment Status
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
|
Total Net Assets for Share Class
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Minimum Initial Investment
|
1-Year Net Flow
|
|---|---|---|---|---|---|---|---|---|---|---|---|
USAWX
| Victory World Equity Fund Shares | No Load | Open | $1.60B | 1.030% | Above Average | $3,000 | −$144.67M | |||
UIWGX
| Victory World Equity Fund Institutional Shares | Institutional | Open | $12.53M | 1.010% | High | $1M | $3.46M | |||
USWGX
| Victory World Equity Fund Class A | Front Load | Open | $6.23M | 1.360% | High | $2,500 | −$247,094.87 |