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Victory Sustainable World USAWX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 28.03  /  −0.07 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.02%
  • Turnover 23%

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

Morningstar’s Analysis USAWX

Will USAWX outperform in future?

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

Weakness in Victory Sustainable World's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings USAWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.76 48.9 Mil
Technology

Apple Inc

3.43 44.6 Mil
Technology

NVIDIA Corp

2.32 30.2 Mil
Technology

Cash

2.24 29.2 Mil
Cash and Equivalents

Amazon.com Inc

2.01 26.2 Mil
Consumer Cyclical

Alphabet Inc Class C

1.93 25.1 Mil
Communication Services

Meta Platforms Inc Class A

1.84 23.9 Mil
Communication Services

JPMorgan Chase & Co

1.39 18.2 Mil
Financial Services

McDonald's Corp

1.31 17.1 Mil
Consumer Cyclical

Mastercard Inc Class A

1.25 16.2 Mil
Financial Services