About UIAGX
Victory Aggressive Growth Fund Institutional Class is a mutual fund that primarily targets capital appreciation by investing in the equity securities of large-capitalization companies in the United States. The fund employs an active management approach, selecting stocks based on their growth potential, with flexibility to include up to 20% of assets in foreign or emerging market securities. It is categorized as a large growth fund, reflecting its focus on companies expected to grow faster than other large-cap peers.
The fund’s portfolio is concentrated in leading sectors such as technology, communication services, consumer cyclical, and healthcare, featuring significant holdings in prominent firms like NVIDIA, Microsoft, Meta Platforms, Amazon.com, Apple, and Alphabet. Its "best ideas" strategy enables the managers to focus on a select group of high-conviction stocks, with the top ten holdings comprising over half of total assets. The fund also offers a cost advantage through an expense ratio that is below the peer group average, making it competitive among institutional share classes. Victory Aggressive Growth Fund Institutional Class plays a notable role in the large-cap growth equity segment, serving as a vehicle for investors seeking exposure to dynamic U.S. companies with strong growth outlooks.
Fund Family Victory Capital Management Inc.
Category Large-Cap Growth
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol UIAGX
Share Class Institutional Shares
Index Russell 1000 Growth TR
UIAGX had a total return of 6.80% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.84%.
