USWGX – Victory World Equity A Investment Strategy | Morningstar

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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			Oct 1, 1992	$1.60B	1.030%	Above Average	$3,000	−$144.67M
UIWGX	Victory World Equity Fund Institutional Shares	Institutional	Open			Aug 10, 2015	$12.53M	1.010%	High	$1M	$3.46M
USWGX	Victory World Equity Fund Class A	Front Load	Open			Aug 2, 2010	$6.23M	1.360%	High	$2,500	−$247,094.87

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