Summary
The fund seeks capital appreciation in the long term by investing in large-size companies in the United States.
The fund prefers a multi-manager investing approach to highlight companies exhibiting growth potential.
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. Loomis, Sayles & Company, L.P. serves as the fund’s sub-adviser.
The fund ha
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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)
- Aziz Hamzaogullari
- Michael Koskuba
- Paul Leung
- Jason Dahl
- Melissa Chadwick-Dunn
- D. Scott Tracy
- Mannik Dhillon
- Christopher Clark
- Scott Kefer
- Erick Maronak
Price
Company Name |
Holding |
| AUTODESK, INC. | 1.37 % |
| ARISTA NETWORKS, INC. | 0.72 % |
| Novartis AG | 0.61 % |
| SAIA, INC. | 0.53 % |
| INVESCO GOVERNMENT & AGENCY PORTFOLIO | 0.03 % |
| More |
Performance
YTD
8.5%
3 Year
-1.73%
5 Year
28.70%
Best
39.01%
2023
Worst
-36.63%
2022
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Q1 | 8.5% | 18.9% | -11.3% | -9% | -13% | 15.7% | -0.1% | 8.3% | -0.5% | 2.8% |
| Q2 | - | 13.7% | -22.9% | 23.1% | 27.8% | 4.3% | 4.6% | 5.8% | 1% | -0.6% |
| Q3 | - | -3.7% | -4.2% | -10.6% | 7.3% | -5.7% | 6.5% | 5.4% | 7% | -4.4% |
| Q4 | - | 6% | -3.3% | 5.9% | 10% | -13.2% | -12.4% | 6.1% | -0.9% | 8.2% |
| J | F | M | A | M | J | J | A | S | O | N | D | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 2.6% | - | - | - | - | - | - | - | - | - | - | - |
| 2023 | 11.6% | -1.5% | 8.2% | 0.8% | 5.7% | 6.7% | 3.6% | -1% | -6.1% | -2.1% | 11.6% | -2.2% |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | ||
|---|---|---|---|---|---|---|---|---|---|---|---|
| 9% | 39% | -37% | 6% | 31% | 1% | -4% | 29% | 7% | 6% |
Alpha
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|
| UIGRX | 9% | 39% | -37% | 6% | 31% | 1% | -4% | 29% | 7% | 6% |
| Russell 1000 | -8% | 36% | -27% | 27% | 37% | 35% | -3% | 28% | 5% | 4% |
| Alpha | 16% | 3% | -10% | -21% | -6% | -34% | -2% | 0% | 1% | 2% |