Victory Aggressive Growth Fund

Victory Portfolios III · 2 share classes

Actively managed U.S. equity fund
One fund, 2 share classes:USAUXUIAGX
$2.66B NAV
121 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Victory Aggressive Growth Fund is an actively managed U.S. equity fund. 44% of USAUX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 99% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2025 Q3

The Victory Aggressive Growth Fund (the Fund) seeks capital appreciation.

Strategy · summarised

The fund invests in large-capitalization equity securities selected by the Adviser's internal investment teams using fundamental analysis to identify companies expected to deliver superior long-term returns. Up to 20% of assets may be allocated to foreign securities, including those of emerging-market issuers. Returns depend on the security selections made by the fund's managers.

Expenses
0.64% 0.71%across 2 share classes
Share classGrossNet
USAUX0.64%0.64%
UIAGX0.87%0.71%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 30.00% · as of 2025 Q3

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

99.80%
of net assets
Stocks96.37%
Other3.38%
Cash & short-term0.05%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology45.5%
Communication Services14.6%
Consumer Discretionary10.7%
Industrials10.1%
8 smaller19.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
44%of stock holdings in top-quartile growers
covering 99% of the fund’s equity
Earnings growth
52%of stock holdings in top-quartile growers
covering 89% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 2 new5 exited

New: KO, DELL

Exited: SNPS, BJ, INSM, BLDR, CMG

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+29.42%+100.87%+69.47%18.82%-13.09%
+29.29%+100.57%+69.42%18.83%-13.09%

These classes hold the same portfolio, so the 0.06pp spread over 5 years is the cost difference between them — roughly 0.01pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
Avg maturity
Flagged holdings
Defaulted: not reported
In arrears: not reported
Paid in kind: not reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Interest-rate duration
0.00 yr
approx. move per 100bp
Credit-spread duration
Not disclosed

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CORPORATIONNVDA13.72%$364.37M
ALPHABET INC.GOOG7.74%$205.60M
BROADCOM INC.AVGO6.72%$178.50M
APPLE INC.AAPL5.21%$138.42M
MICROSOFT CORPORATIONMSFT4.98%$132.30M
META PLATFORMS, INC.META4.13%$109.67M
AMAZON.COM, INC.AMZN3.77%$100.14M
VISA INC.V2.81%$74.73M
ELI LILLY AND COMPANYLLY1.97%$52.45M
NETFLIX, INC.NFLX1.85%$49.28M
Showing 10 of 121Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.

Top 10 positions are 52.91% of net assets, top 25 73.01%, across 121 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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