About USGRX
Victory Growth & Income Fund is a mutual fund that primarily targets large-cap U.S. equities, aiming to deliver a balance of capital growth and current income. Its core strategy centers on selecting companies with strong prospects for both appreciation and dividend generation, making it suitable as a foundational holding in diversified portfolios. The fund adopts a large blend investment style, meaning it invests across growth and value stocks, and its holdings span key sectors such as technology, communication services, healthcare, financial services, and consumer goods. Notably, top positions include prominent firms like Microsoft, NVIDIA, Apple, Alphabet, and JPMorgan Chase. While the majority of assets are allocated to domestic equities, up to 20% may be invested in foreign and emerging market securities, adding a modest layer of global diversification. Managed by an experienced team since 2019, the fund is designed for investors seeking long-term growth with some income, and is categorized in the large blend segment, often reflecting overall U.S. stock market performance.
Fund Family Victory Capital Management Inc.
Category Large Blend
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol USGRX
Share Class Victory Growth & Income Fund Shares
Index Russell 3000 TR
USGRX had a total return of 15.73% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.75%.
