UIGIX Mutual Fund

UIGIX Mutual Fund (Victory Growth & Income Fund Institutional Shares) is managed by Victory Capital Management Inc. with $6.5M in net assets. UIGIX expense ratio is 0.93%, holding 457 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-08-07.

UIGIX performance shows a YTD return of 11.38%. The 1-year return is 21.54% and the 5-year return is 11.95%. UIGIX dividend yield stands at 7.38%, paid quarterly.

UIGIX top holdings include Nvidia Corp. (4.5%), Apple, Inc (3.4%), Alphabet Inc. C (2.8%), Microsoft Corp (2.7%), Jpmorgan Chase (2.6%). Go to all UIGIX holdings, UIGIX sectors, or UIGIX dividends.

UIGIX can be compared against other funds. Use UIGIX overlap to find shared positions, or UIGIX vs another fund for a side-by-side view. UIGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.