Victory Pioneer Global Growth A (SUGAX)
| Fund Assets | 2.61M |
| Expense Ratio | 1.00% |
| Min. Investment | $1,000 |
| Turnover | n/a |
| Dividend (ttm) | 0.00 |
| Dividend Yield | 0.00% |
| Dividend Growth | -99.69% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 26, 2024 |
| Previous Close | 13.60 |
| YTD Return | 13.16% |
| 1-Year Return | 15.07% |
| 5-Year Return | n/a |
| 52-Week Low | 10.97 |
| 52-Week High | 13.71 |
| Beta (5Y) | n/a |
| Holdings | 48 |
| Inception Date | May 7, 2021 |
About SUGAX
SUGAX was founded on 2021-05-07 and is currently managed by Peckham,Chen,Sacknowitz. The Fund's investment strategy focuses on Global with 1.0% total expense ratio. The minimum amount to invest in Pioneer Global Sustainable Growth Fund Pioneer Global Sustainable Growth Fund : Class A is $1,000 on a standard taxable account. Pioneer Global Sustainable Growth Fund Pioneer Global Sustainable Growth Fund : Class A seeks long-term capital growth. SUGAX invests mainly in equity securities of issuers located throughout the world, the fund may also invest in securities of any market capitalization, and in securities in any industry or market sector that the adviser believes adhere to the funds ESG criteria.
Performance
SUGAX had a total return of 15.07% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.97%.
Top 10 Holdings
37.19% of assets| Name | Symbol | Weight |
|---|---|---|
| Amazon.com, Inc. | AMZN | 5.65% |
| Alphabet Inc. | GOOG | 4.62% |
| Microsoft Corporation | MSFT | 4.01% |
| Mastercard Incorporated | MA | 3.76% |
| The Progressive Corporation | PGR | 3.63% |
| Apple Inc. | AAPL | 3.29% |
| RELX PLC | REL | 3.13% |
| Hensoldt AG | HAG | 3.12% |
| Uber Technologies, Inc. | UBER | 3.00% |
| FB Financial Corporation | FBK | 2.98% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 26, 2024 | $0.0001 | Dec 26, 2024 |
| Dec 26, 2023 | $0.0321 | Dec 26, 2023 |
| Dec 28, 2022 | $0.0199 | Dec 28, 2022 |