Summary
The fund seeks capital appreciation by investing in large-size companies in the United States.
The fund’s adviser Victory Capital Management Inc. along with NewBridge Asset Management and RS Investments Growth, its investment franchises and its Victory Solutions platform manage the fund’s assets.
The investment process is designed to highlight companies exhibiting growth potential.
The research team utilizes fundament research to identify companies that demonstrate superior returns potential.
Link
Directors
Jul 14, 2023- DANIEL S. McNAMARA
- JOHN C. WALTERS
- PAUL L. McNAMARA
- BARBARA B. OSTDIEK
- JEFFERSON C. BOYCE
- DAVID C. BROWN
- RICHARD Y. NEWTON III
- DAWN M. HAWLEY
Chief Compliance Officer
- Sean Fox
Fund Manager(s)
- Michael Koskuba
- Christopher Clark
- Jason Dahl
- Scott Kefer
- Melissa Chadwick-Dunn
- D. Scott Tracy
- Paul Leung
- Mannik Dhillon
- Erick Maronak
- Stephen Bishop
Price
Company Name |
Holding |
| APPLE INC. | 5.35 % |
| SERVICENOW, INC. | 3.1 % |
| QUANTA SERVICES, INC. | 2.27 % |
| THE TRADE DESK, INC. | 1.36 % |
| LAM RESEARCH CORPORATION | 0.64 % |
| MONOLITHIC POWER SYSTEMS, INC. | 0.57 % |
| CELSIUS HOLDINGS, INC. | 0.51 % |
| ADVANCED MICRO DEVICES, INC. | 0.36 % |
| More |
Documents
Performance
YTD
14.9%
3 Year
2.8%
5 Year
56.18%
Best
48.51%
2023
Worst
-36.61%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 14.6% | 17% | -13.3% | -10.8% | -13% | 14.6% | 2.2% | 9.6% | -3.1% | 2.7% |
| Q2 | 0.1% | 13.9% | -22.7% | 24.8% | 30.6% | 3.2% | 9.4% | 5.6% | 0.7% | 0.9% |
| Q3 | - | -2.7% | -4.4% | -10.7% | 12.9% | -7.5% | 7.3% | 5.9% | 4.9% | -5.2% |
| Q4 | - | 13.7% | -1.1% | 5.5% | 10.4% | -8.5% | -15.8% | 5.9% | -1.5% | 8.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 3.7% | 8.4% | 2% | 0.3% | - | - | - | - | - | - | - | - |
| 2023 | 9.2% | -0.2% | 7.4% | 0.9% | 5.2% | 7.3% | 3.2% | -0.3% | -5.3% | -1.7% | 11.7% | 4.3% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 15% | 49% | -37% | 5% | 42% | 3% | -1% | 0% | 1% | 6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| UIAGX | 15% | 49% | -37% | 5% | 42% | 3% | -1% | - | 1% | 6% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 22% | 13% | -10% | -22% | 4% | -32% | 2% | - | -5% | 2% |