About UGEIX
Victory Global Equity Income Fund is a mutual fund focused on delivering total return with an emphasis on current income by investing primarily in global equity securities. The fund targets companies worldwide, including both U.S. and international firms, that are considered to have attractive dividend policies or the ability to grow their dividends over time. Typically, at least 80% of its assets are allocated to equity securities, with a minimum of 30% exposure to foreign markets, providing broad global diversification. The fund’s portfolio includes holdings across diverse sectors such as technology, consumer defensive, financial services, healthcare, and energy, featuring companies like Apple, JPMorgan Chase, and Allianz SE. In addition to stock selection, the fund may use derivatives to enhance income generation. Managed by a team of experienced portfolio managers, Victory Global Equity Income Fund appeals to investors seeking consistent income from dividends and the potential for capital appreciation, while offering access to the income-generating opportunities of both established and international markets.
Fund Family Victory Capital Management Inc.
Category World Large-Stock Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol UGEIX
Index MSCI World High Dividend Yield NR
UGEIX had a total return of 32.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.75%.
