SUGAX Mutual Fund

NAV$9.74
See inside every fund you own
$99/yr Pro · Cancel anytime
X-ray my whole portfolio

Fund Essentials

Net Assets
-
Expense Ratio
1.00%
Dividend Yield (Current)
0.00%
Holdings
48
Inception Date
May 10, 2021
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+13.78%
1 Year+15.40%
3 Year+17.37%

Asset Allocation

Stocks: 96.94%
Bonds: 3.06%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 48 holdings for SUGAX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
0.00%
Frequency
Annually

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
FundXLS Pro
See how SUGAX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
X-ray my whole portfolio$99/yr Pro · Cancel anytime
From MarketXLS, trusted since 2014.

SUGAX Mutual Fund Overview

SUGAX Mutual Fund (Victory Pioneer Global Growth Fund Class A) is managed by Victory Capital Management Inc.. SUGAX expense ratio is 1.00%, holding 48 positions across various sectors. Inception date: 2021-05-10.

SUGAX performance shows a YTD return of 13.78%. The 1-year return is 15.40%. SUGAX dividend yield stands at 0.00%, paid annually.

SUGAX top holdings include a diversified portfolio. View all SUGAX holdings, sector breakdown, or dividend history.

SUGAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SUGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.