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Morningstar

Victory Sustainable World A USWGX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 30.17  /  +0.97 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • 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 0.70%
  • Turnover 32%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:16 AM GMT+0

Morningstar’s Analysis USWGX

Will USWGX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USWGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USWGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USWGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Victory Sustainable World A's Process and People 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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USWGX

More USWGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.37 61.0 Mil
Technology

Microsoft Corp

3.87 54.1 Mil
Technology

Apple Inc

3.33 46.5 Mil
Technology

Alphabet Inc Class C

2.47 34.5 Mil
Communication Services

Meta Platforms Inc Class A

2.09 29.2 Mil
Communication Services

Amazon.com Inc

2.08 29.1 Mil
Consumer Cyclical

Eli Lilly and Co

1.70 23.7 Mil
Healthcare

JPMorgan Chase & Co

1.41 19.6 Mil
Financial Services

Tencent Holdings Ltd

1.37 19.2 Mil
Communication Services

Novo Nordisk A/S Class B

1.21 16.9 Mil
Healthcare