UIGIX Mutual Fund

UIGIX Mutual Fund (Victory Growth & Income Fund Institutional Shares) is managed by Victory Capital Management Inc. with $6.3M in net assets. UIGIX expense ratio is 0.85%, holding 437 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2015-08-07.

UIGIX performance shows a YTD return of 14.03%. The 1-year return is 21.20% and the 5-year return is 11.90%. UIGIX dividend yield stands at 7.21%, paid quarterly.

UIGIX top holdings include Apple, Inc (4.7%), Nvidia Corp (4.5%), Microsoft Corp (2.9%), Jpmorgan Chase (2.8%), Alphabet Inc. C (2.1%). 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.