UVALX Mutual Fund
UVALX Mutual Fund
UVALX Mutual Fund
Victory Value Fund Class Fund shares
UVALX Mutual Fund Overview
UVALX Mutual Fund (Victory Value Fund Class Fund shares) is managed by Victory Capital Management Inc. with $881.6M in net assets. UVALX expense ratio is 0.95%, holding 185 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2001-08-03.
UVALX performance shows a YTD return of 12.88%. The 1-year return is 26.04% and the 5-year return is 11.64%. UVALX dividend yield stands at 9.42%, paid annually.
UVALX top holdings include Apple, Inc (2.7%), Amazon.Com Inc (2.6%), Jpmorgan Chase (2.5%), Microsoft Corp (2.4%), Alphabet Inc,class A (2.1%). Go to all UVALX holdings, UVALX sectors, or UVALX dividends.
UVALX can be compared against other funds. Use UVALX overlap to find shared positions, or UVALX vs another fund for a side-by-side view. UVALX alternatives are available via the screener, along with tax-loss harvesting opportunities.