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Nasdaq - Delayed Quote USD

Victory US 500 Enh Vol Wtd Idx I (CUHIX)

10.80
+0.09
+(0.84%)
At close: 8:05:27 AM EDT
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  • Previous Close 10.71
  • YTD Return 2.94%
  • Expense Ratio 0.76%
  • Category Large Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 26.16M
  • Beta (5Y Monthly) 0.62
  • Yield 1.20%
  • 5y Average Return --
  • Holdings Turnover 150.00%
  • Last Dividend 0.02
  • Inception Date Nov 19, 2012

The fund seeks to achieve its investment objective by investing, under normal market conditions, at least 80% of its assets in the stock of the issuers included in the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index (the "index"), an unmanaged, volatility weighted index maintained exclusively by Nasdaq Inc. The index combines fundamental criteria with individual security risk control achieved through volatility weighting of individual securities.

Victory Capital

Fund Family

Large Blend

Fund Category

26.16M

Net Assets

2012-11-19

Inception Date

Performance Overview: CUHIX

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Trailing returns as of 3/28/2025. Category is Large Blend.

YTD Return

CUHIX
2.94%
Category
5.31%
 

1-Year Return

CUHIX
12.66%
Category
20.31%
 

3-Year Return

CUHIX
1.42%
Category
6.48%
 

5-Year Return

CUHIX
10.05%
Category
11.78%
 

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Holdings: CUHIX

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Sector Weightings

SectorCUHIX
Industrials   16.96%
Technology   15.25%
Healthcare   10.38%
Utilities   7.31%
Energy   4.99%
Real Estate   0.51%

Recent News: CUHIX

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Research Reports: CUHIX

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