Victory Global Managed Volatility FundUGOFX

MUTUAL FUNDVictory Capital
Type
Mutual fund
Peer group
Global equity
Net assets
$372.1M
Expense ratio
0.70%
1-year return
+24.4%
3 years, a year
+16.5%
5 years, a year
+10.0%
Holdings
272

What it aims to do.

The Victory Global Managed Volatility Fund (the Fund) seeks to attain long-term capital appreciation while attempting to reduce volatility during unfavorable market conditions.

Top 10 holdings.

Holding% of fund
NVDA Nvidia Corporation5.75%
AAPL Apple Inc.5.23%
GOOG Alphabet Inc.3.29%
Taiwan Semiconductor Manufacturing Company Limited1.74%
GOOGL Alphabet Inc.1.65%
MSFT Microsoft Corporation1.36%
JPM JPMorgan Chase & Co.1.33%
CSCO Cisco Systems, Inc.1.09%
SK hynix Inc.1.01%
WMT Walmart Inc.1.00%

More on UGOFX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.