About UGMVX
Victory Global Managed Volatility Fund is an actively managed mutual fund designed to provide long-term capital appreciation while aiming to reduce portfolio volatility, particularly during periods of market stress. The fund primarily invests in both U.S. and international equities, including securities from emerging markets, offering broad global diversification. It employs a quantitative investment strategy that screens for stocks with characteristics such as momentum, value, quality, and especially low volatility, favoring companies that demonstrate strong profitability and stable earnings. This approach seeks to generate competitive returns while managing downside risk in fluctuating markets.
To further its risk management objectives, the fund may incorporate alternative investment strategies and, at times, utilize exchange-traded funds (ETFs) within its portfolio. The Victory Global Managed Volatility Fund serves as a tool for investors seeking exposure to global equities with a moderated risk profile, making it a notable option for those looking to smooth out returns and provide resilience against sharp market downturns. Its diversified holdings and disciplined investment process position it as a key player within the global large-cap blend sector of the mutual fund market.
Fund Family Victory Capital Management Inc.
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol UGMVX
Share Class Victory Global Managed Volatility Fund Shares
Index MSCI AC World NR USD
UGMVX had a total return of 21.77% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.00%.
