Victory Sustainable World Fund

Shareclass

Victory Sustainable World (USAWX)

Type

Open-end mutual fund

Manager

Victory Capital

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Banks

Banks providing lending to fossil fuels

holdings

$69.67M

invested

4.99%

of fund

Holding
Risk score
$ invested
% of fund
1. Bank of America Corp
7.7
$11.4M
0.82%
Risk score
invested
of fund
2. Mizuho Financial Group Inc
6.3
$9.27M
0.66%
Risk score
invested
of fund
3. PNC Financial Services Group Inc
2.5
$8.85M
0.63%
Risk score
invested
of fund
4. Banco Bilbao Vizcaya Argentaria SA
1.4
$8.45M
0.61%
Risk score
invested
of fund
5. HSBC Holdings PLC
4.5
$8.39M
0.6%
Risk score
invested
of fund

Show all

When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Insurers

Insurance companies insuring and investing in fossil fuels

holdings

$12.76M

invested

0.91%

of fund

Holding
Risk score
$ invested
% of fund
1. Chubb Ltd
9.5
$6.88M
0.49%
Risk score
invested
of fund
2. Everest Group Ltd
10
$2.21M
0.16%
Risk score
invested
of fund
3. Tokio Marine Holdings Inc
8.4
$808,050
0.06%
Risk score
invested
of fund
4. Munchener Ruckversicherungs-Gesellschaft AG
6.6
$793,819
0.06%
Risk score
invested
of fund
5. AXA SA
5.2
$710,513
0.05%
Risk score
invested
of fund

Show all

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Victory Sustainable World Fund USAWX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

Search more funds

Financial performance

Performance data provided by

Find more financial data on USAWX at Morningstar.com

Current fund

USAWX

Victory Sustainable World Fund

Family

Victory Capital

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.63% more in annualized returns

Less invested in fossil fuels

1.86% less invested

Higher fossil finance risk score

6 points higher

Lower fossil insurance risk score

8 points lower

Less invested in Clean200

5.12% less invested

Current fund

USAWX

Victory Sustainable World Fund

Family

Victory Capital

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.63% more in annualized returns

Less invested in fossil fuels

1.86% less invested

Higher fossil finance risk score

6 points higher

Lower fossil insurance risk score

8 points lower

Less invested in Clean200

5.12% less invested

Current fund

USAWX

Victory Sustainable World Fund

Family

Victory Capital

Category

Global Large-Stock Blend

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher

10-yr returns

0.63% more in annualized returns

Less invested in fossil fuels

1.86% less invested

Higher fossil finance risk score

6 points higher

Lower fossil insurance risk score

8 points lower

Less invested in Clean200

5.12% less invested

Month-end trailing returns

Performance as of date: 9/30/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
USAWX - Victory Sustainable World Fund

34%

8.53%

12%

10%

8 points

Benchmark

32%

8.15%

12%

9.51%

16 points

Fund compared to benchmark

1.97%

0.38%

0.2%

0.63%

8 points lower

Find more financial data on USAWX at Morningstar.com

What's next?

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Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer

Banks and insurersare financing the climate crisis.

Victory Sustainable World Fund

Fossil fuel finance

Commercial and investment banks' carbon-intensive funding is fundamentally incompatible with reaching the 1.5-degree aligned global goal necessary to prevent catastrophic climate harm.

Fossil fuel insurance

Primary insurers and reinsurers are continuing to underwrite and invest in coal, oil, and gas, while experiencing dramatic losses associated with catastrophic weather-related events.

Environment

Social

Disclaimer: As You Sow is not an investment adviser