UIGRX Mutual Fund

UIGRX Mutual Fund (Victory Growth Fund Institutional Class) is managed by Victory Capital Management Inc. with $67.8M in net assets. UIGRX expense ratio is 0.93%, holding 84 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2008-08-01.

UIGRX performance shows a YTD return of 4.26%. The 1-year return is 9.78% and the 5-year return is 9.99%. UIGRX dividend yield stands at 10.25%, paid annually.

UIGRX top holdings include Nvidia Corp (13.9%), Amazon.Com Inc (5.5%), Microsoft Corp (5.5%), Alphabet Inc,class A (4.8%), Meta Platforms Inc (4.8%). Go to all UIGRX holdings, UIGRX sectors, or UIGRX dividends.

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