Skip to Content

Victory Sustainable World A USWGX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 28.03  /  −0.60 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level High
  • Share Class Type Front Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.72%
  • Turnover 23%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:19 PM GMT+0

Morningstar’s Analysis USWGX

Will USWGX outperform in future?

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

Weakness in Victory Sustainable World A'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 highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings USWGX

  • 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

3.81 52.3 Mil
Technology

NVIDIA Corp

3.51 48.1 Mil
Technology

Apple Inc

2.71 37.2 Mil
Technology

Meta Platforms Inc Class A

2.22 30.5 Mil
Communication Services

Amazon.com Inc

2.14 29.3 Mil
Consumer Cyclical

Alphabet Inc Class C

2.12 29.1 Mil
Communication Services

Eli Lilly and Co

1.49 20.4 Mil
Healthcare

JPMorgan Chase & Co

1.42 19.4 Mil
Financial Services

Mastercard Inc Class A

1.30 17.8 Mil
Financial Services

Novo Nordisk A/S Class B

1.12 15.4 Mil
Healthcare