UIVAX Mutual Fund

UIVAX Mutual Fund (Victory Value Fund Institutional Class) is managed by Victory Capital Management Inc. with $626.4M in net assets. UIVAX expense ratio is 0.91%, holding 185 positions across sectors including Health Care, Information Technology, Consumer Discretionary. Inception date: 2008-08-01.

UIVAX performance shows a YTD return of 12.86%. The 1-year return is 26.05% and the 5-year return is 11.68%. UIVAX dividend yield stands at 9.67%, paid annually.

UIVAX top holdings include Teva Pharmaceutical Industries Limited (Adr) (1.7%), Amazon.Com Inc (1.2%), Analog Devices, Inc. (1.1%), Ametek Inc. (1.1%), Honeywell International Inc. (1.1%). Go to all UIVAX holdings, UIVAX sectors, or UIVAX dividends.

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