Victory US 500 Enhanced Volatility Wtd Index Fund
CUHCX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Omaha, NE 68137 Omaha NE United States of America 68137
- IPO Date
- Nov 19, 2012
- CIK
- 0001547580
- Similar Companies
- Business
- Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund (CUHCX) is an open-end mutual fund that seeks to track the performance of the Nasdaq Victory U.S. Large Cap 500 Long/Cash Volatility Weighted Index before fees and expenses. The fund invests at least 80% of its assets in the stocks of issuers included in the index, which applies fundamental criteria such as positive net earnings over the last 12 months to select the largest 500 U.S. stocks by market capitalization, weights them by inverse volatility over the past 180 trading days, reconstitutes semi-annually in March and September, and tactically reduces equity exposure to up to 75% cash during significant market declines based on the reference index's price relative to its all-time high, with reinvestment upon further declines or rebounds. It emphasizes large blend U.S. equities across sectors including financials (approximately 20%), industrials (17-19%), technology (12-15%), healthcare (10-11%), and utilities (7-8%), with holdings such as S&P 500 E-mini futures, T-Mobile US Inc., Kinder Morgan Inc., and Visa Inc.; the Class C shares carry a 1.76% net expense ratio, a 1.00% deferred load, and total net assets of about $24 million as of recent data. Launched on November 19, 2012, the fund is managed by Victory Capital Management Inc., headquartered in San Antonio, Texas, and primarily serves U.S. investors through intermediary channels with a minimum initial investment of $2,500. Victory Capital, the fund's investment manager, completed a transformative strategic partnership with Amundi in April 2025, encompassing 15-year global reciprocal distribution agreements and the acquisition of Amundi US, which expanded its scale to $317.7 billion in assets under management, reintroduced the Pioneer Investments brand as its 12th investment franchise, and enhanced U.S. and international distribution capabilities. This alliance globalizes Victory Capital's product offerings, including the CUHCX fund, by leveraging Amundi's worldwide channels while distributing Amundi strategies in the U.S., marking a major strategic shift following record 2024 financial results and ongoing ETF platform growth with four new strategies launched that year. The firm, founded in 2013, operates from San Antonio with nationwide offices and continues to prioritize investment excellence, as evidenced by multiple 2025 LSEG Lipper Fund Awards for its broader portfolio.