UIGRX Mutual Fund

UIGRX Mutual Fund (Victory Growth Fund Institutional Class) is managed by Victory Capital Management Inc. with $69.4M in net assets. UIGRX expense ratio is 0.91%, holding 81 positions across sectors including Information Technology, Communication Services, Consumer Discretionary. Inception date: 2008-08-01.

UIGRX performance shows a YTD return of -0.72%. The 1-year return is 5.23% and the 5-year return is 9.45%. UIGRX dividend yield stands at 10.77%, paid annually.

UIGRX top holdings include Nvidia Corp. (13.7%), Microsoft Corp (6.2%), Amazon.Com Inc (6.1%), Meta Platforms, Inc. (5.3%), Alphabet Inc Common Stock USD 0.001 (5.1%). 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.