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Victory Capital Growth USCGX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 13.03  /  +1.01 %
  • Total Assets 900.9 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 1.01%
  • Turnover 41%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis USCGX

Will USCGX outperform in future?

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

Weakness in Victory Capital Growth'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 USCGX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

4.93 42.1 Mil
Technology

Apple Inc

4.79 40.9 Mil
Technology

Alphabet Inc Class C

3.02 25.8 Mil
Communication Services

NVIDIA Corp

1.99 17.0 Mil
Technology

Meta Platforms Inc Class A

1.93 16.5 Mil
Communication Services

JPMorgan Chase & Co

1.15 9.8 Mil
Financial Services

Novo Nordisk A/S Class B

1.14 9.7 Mil
Healthcare

Broadcom Inc

1.10 9.4 Mil
Technology

UnitedHealth Group Inc

0.88 7.5 Mil
Healthcare

Cisco Systems Inc

0.86 7.4 Mil
Technology