UIWGX Mutual Fund

UIWGX Mutual Fund (Victory World Equity Fund Institutional Class) is managed by Victory Capital Management Inc. with $12.5M in net assets. UIWGX expense ratio is 1.01%, holding 347 positions across sectors including Information Technology, Financials, Consumer Discretionary. Inception date: 2015-08-10.

UIWGX performance shows a YTD return of 11.47%. The 1-year return is 23.67% and the 5-year return is 10.59%. UIWGX dividend yield stands at 10.38%, paid annually.

UIWGX top holdings include Nvidia Corp. (4.5%), Apple, Inc (4.0%), Alphabet Inc. C (3.4%), Microsoft Corp 4.100 Feb 06 37 (3.1%), Taiwan Semiconductor Manufacturing Co. Ltd. (2.5%). Go to all UIWGX holdings, UIWGX sectors, or UIWGX dividends.

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