- What does USWGX invest in?
- Under normal circumstances, the fund invests at least 80% of its assets (plus the amount of borrowings, if any, for investment purposes) in equity securities. The Advisor expects to invest at least 40% of its assets in non-U.S. securities. The “equity securities” in which the fund invests include common stocks, depositary receipts, preferred stocks, securities convertible into common stocks, and securities that carry the right to buy common stocks. The fund normally invests its assets in investments that are tied economically to a number of countries throughout the world.
- What is the expense ratio of USWGX?
- Victory World Equity Fund - Class A (USWGX) charges an expense ratio of 1.36%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is USWGX?
- Victory World Equity Fund - Class A (USWGX) is one share class of a fund that manages $1.63B across all of its share classes (USAWX reports the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is USWGX actively managed or an index fund?
- USWGX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (USWGX's is 1.36%) in exchange for the discretion to over- or under-weight positions.
- When was USWGX launched?
- Victory World Equity Fund - Class A (USWGX) launched in August 2010 and is managed by Victory Capital.
- How has USWGX performed?
- USWGX'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.
