Victory US 500 Enhanced Volatility Wtd Index Fund

Frequently Asked Questions About CUHAX

What does CUHAX invest in?

The Victory US 500 Enhanced Volatility Wtd Index Fund aims to achieve its financial objectives by generally dedicating at least 80% of its portfolio, in normal market environments, to the shares of companies featured in the Nasdaq Victory US Large Cap 500 Long/Cash Volatility Weighted Index, commonly referred to as "the index." This particular index is not actively managed; instead, it employs a volatility-weighted methodology and is exclusively maintained by Nasdaq Inc. Its construction thoughtfully combines fundamental investment criteria with a strategy for managing individual stock risk, achieved by weighting each security based on its level of volatility.

What is the expense ratio of CUHAX?

Victory US 500 Enhanced Volatility Wtd Index Fund (CUHAX) charges an expense ratio of 1.01%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CUHAX?

Victory US 500 Enhanced Volatility Wtd Index Fund (CUHAX) manages $24.2M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CUHAX actively managed or an index fund?

CUHAX is actively managed — the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (CUHAX's is 1.01%) in exchange for the discretion to over- or under-weight positions.

When was CUHAX launched?

Victory US 500 Enhanced Volatility Wtd Index Fund (CUHAX) launched in November 2012 and is managed by the fund issuer.

How has CUHAX performed?

CUHAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.