About UIISX
Victory Income Stock Fund Institutional Shares is an actively managed mutual fund that primarily targets current income while also seeking the potential for increasing dividend income and capital appreciation. As a large value fund, it focuses on investing predominantly in dividend-paying common stocks of established U.S. companies, though it may allocate up to 20% of assets to foreign securities, including those from emerging markets. The portfolio typically maintains broad diversification across key economic sectors such as financial services, healthcare, technology, communication services, energy, and consumer defensives, with notable holdings in companies like JPMorgan Chase & Co., Johnson & Johnson, and Qualcomm.
The fund is characterized by its institutional share class, requiring a significant minimum initial investment, and offers a competitive expense ratio compared to its peers. Managed for long-term investors, it aims to provide a stream of income that may rise over time, aligning with investors who prioritize dividend yield without sacrificing growth potential. Its strategy and diversified holdings position it as a core component for portfolios seeking reliable income and exposure to the value segment of the equity market.
Fund Family Victory Capital Management Inc.
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol UIISX
Share Class Institutional Shares
Index Russell 1000 Value TR
UIISX had a total return of 25.33% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.38%.
