UGOFX Mutual Fund (Victory Global Managed Volatility Fund Institutional shares) is managed by Victory Capital Management Inc. with $366.0M in net assets. UGOFX expense ratio is 0.70%, holding 409 positions across sectors including Unknown, Information Technology, Industrials. Inception date: 2008-07-31.

UGOFX performance shows a YTD return of 12.84%. The 1-year return is 41.08% and the 5-year return is 13.67%. UGOFX dividend yield stands at 17.80%, paid annually.

UGOFX top holdings include Nvidia Corp. (5.0%), Apple, Inc (4.2%), Alphabet Inc. C (3.0%), Meta Platforms, Inc. (2.3%), Microsoft Corp (2.1%). View all UGOFX holdings, sector breakdown, or dividend history.

UGOFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. UGOFX alternatives are available via the screener, along with tax-loss harvesting opportunities.