UIVAX Mutual Fund
UIVAX Mutual Fund
UIVAX Mutual Fund
Victory Value Fund Institutional Class
UIVAX Mutual Fund Overview
UIVAX Mutual Fund (Victory Value Fund Institutional Class) is managed by Victory Capital Management Inc. with $595.1M in net assets. UIVAX expense ratio is 0.89%, holding 211 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2008-08-01.
UIVAX performance shows a YTD return of 15.67%. The 1-year return is 24.03% and the 5-year return is 11.84%. UIVAX dividend yield stands at 9.44%, paid annually.
UIVAX top holdings include Amazon.Com Inc (4.5%), Apple, Inc (3.9%), Microsoft Corp (3.4%), Jpmorgan Chase (2.6%), Johnson & Johnson - Common (1.5%). 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.