About UIVAX
Victory Value Fund Institutional Shares is a mutual fund designed to pursue long-term growth of capital through investments in equity securities of undervalued companies. It employs a value-oriented strategy, using a bargain shopping approach to identify overlooked opportunities with strong long-term growth potential. The fund primarily allocates to U.S. securities across various sectors, including financials, health care, energy, and consumer staples, while permitting up to 20% of assets in foreign securities, including those from emerging markets, for added diversification. Actively managed by a team leveraging fundamental research, it maintains a diversified portfolio of approximately 185 holdings, focusing on companies with robust future prospects based on in-depth analysis. This institutional share class targets qualified investors seeking exposure to large-value stocks through a disciplined, research-driven process. Launched in 2008, Victory Value Fund Institutional Shares plays a key role in providing access to value investing strategies within the broader equity market landscape.
Fund Family Victory Capital Management Inc.
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol UIVAX
Share Class Victory Value Fund Institutional Shares
Index Russell 1000 Value TR
UIVAX had a total return of 26.18% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.69%.
