Fossil fuel companiesare fueling the climate crisis.


Victory Sustainable World Fund

Shareclass
Victory Sustainable World (USAWX)
Type
Open-end mutual fund
Sustainability mandate
Fossil fuel exposure of 7.16% places the fund in the D tier, between 5.5% and 9% exposure.

Methodology
D
Investments in major fossil fuel companies
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$8.55 MILLION
APA Corp
Carbon Underground 200Top 200 carbon reserves
$7.7 MILLION
Aker BP ASA
Carbon Underground 200Top 200 carbon reserves
$4.12 MILLION
Marathon Oil Corp
Carbon Underground 200Top 200 carbon reserves
$2.79 MILLION
Exxon Mobil Corp
Carbon Underground 200Top 200 carbon reserves
$2.77 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$1.75 MILLION
Fossil fuel holdings
Energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
19
holdings
$36.35M
invested
2.6%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
7
holdings
$6.91M
invested
0.49%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
46
holdings
$74.91M
invested
5.37%
of portfolio
Utility sector
Top 50 coal-fired utilities
Top 50 coal-fired utilities
Macroclimate 50
1
holdings
$596,115
invested
0.04%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
18
holdings
$32.67M
invested
2.34%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
58 holdings
58 holdings
  • 1. Constellation Energy Corp
    Fossil-fired utility
    $9.93M
    0.71%
  • 2. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $8.55M
    0.61%
  • 3. APA Corp
    Carbon Underground 200Oil/gas industry
    $7.7M
    0.55%
  • 4. Partners Group Holding AG
    Oil/gas industry
    $6.54M
    0.47%
  • 5. MGE Energy Inc
    Fossil-fired utility
    $5.35M
    0.38%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
Victory Sustainable World Fund $USAWX is 7.16% ($99.94 MILLION) invested in fossil fuel stocks
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Financial performance
Performance data provided byMorningstarFind more financial data on USAWX at Morningstar.com
Current fund
USAWX
Victory Sustainable World Fund
Family
Victory Capital
Category
Global Large-Stock Blend
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 9/30/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
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  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
USAWX - Victory Sustainable World Fund
34%
8.53%
12%
10%
7.16% 
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
8.15%
12%
9.51%
9.02% 
Fund compared to benchmark
 
1.97%
0.38%
0.2%
0.63%
1.86%  lower
Find more financial data on USAWX at Morningstar.com
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