USAA Sustainable World Fund
USWGX
NASDAQ- -
USD
- -
- -
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
FRC
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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
- 15935 La Cantera Parkway San Antonio TX United States of America 78256
- IPO Date
- Aug 2, 2010
- CIK
- 0000908695
- Website
- usaa.com
- Similar Companies
- Business
- Victory Sustainable World Fund (USWGX) is an open-end mutual fund that seeks capital appreciation by investing primarily in equity securities of both foreign (including emerging markets) and domestic issuers, with a focus on large-market-capitalization companies and integration of environmental, social, and governance (ESG) factors in the investment process. The fund offers multiple share classes, including Class A (USWGX, inception August 2, 2010, gross expense ratio 1.90%, net 1.36%), Fund shares (USAWX, inception October 1, 1992, expense ratio 1.08%), and Institutional shares (UIWGX, inception August 7, 2015, gross expense ratio 1.66%, net 1.01%), providing growth potential from global stocks, portfolio diversification beyond U.S. equities, and stock selection by a team of portfolio managers led by U-Wen Kok (since 2019) and including Mannik Dhillon, Adam Mezan, Robert Harris, and others. Its portfolio, valued at approximately $1.3 billion as of March 31, 2025, features sector allocations led by information technology (23.37%), financials (18.06%), and consumer discretionary (10.64%), with regional exposure of 59.4% North America, 19.2% Europe, and 17.7% Asia-Pacific; top holdings include NVIDIA Corporation (3.62%), Apple Inc. (3.43%), and Microsoft Corporation (2.85%). Originally launched in 1992 as part of USAA Mutual Funds Trust and headquartered in San Antonio, Texas, with subsequent operations under Victory Capital Management Inc. at 4900 Tiedeman Road, 4th Floor, Brooklyn, Ohio 44144, the fund underwent a significant rebranding in April 2023 from USAA Sustainable World Fund to Victory Sustainable World Fund as part of Victory Portfolios III, following Victory Capital's 2019 acquisition of USAA Asset Management Company for $850 million, which added substantial assets under management and diversified capabilities without altering investment objectives or teams. Recent portfolio manager additions in June 2025 include John Peckham, Jeffrey Sacknowitz, and Brian Chen, enhancing the global team's expertise amid ongoing fee waivers through June 30, 2025. The fund maintains a Morningstar rating of 4 stars overall (3 stars for 3- and 5-year periods, 4 stars for 10 years) in the Global Large-Stock Blend category, with a portfolio turnover ratio of 35.2% and active share of 61.2% versus the MSCI ACWI Index.