UPMMX
Victory Precious Metals and Minerals Fund
Victory Portfolios III
Expense ratio1
1.34%
Net assets2
$1.55B
Holdings2
38
Category
International Equity
2025 return3
155.35%

Investment objective & strategy

As of June 26, 2025 · prospectus

Objective. The Victory Precious Metals and Minerals Fund (the Fund) seeks long-term capital appreciation and to protect the purchasing power of your capital against inflation.

Strategy. The Fund normally invests at least 80% of its assets in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. This 80% policy may be changed upon at least 60 days prior written notice to shareholders. The Fund may from time to time be invested to a significant extent in companies located in one or a small number of countries in light of the fact that exploration and mining companies tend to be concentrated in certain geographic locations around the world. The Fund normally invests at least 80% of its assets in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals and minerals, such as platinum, silver, and diamonds. This 80% policy may be changed upon at least 60 days prior written notice to shareholders. The Fund may from time to time be invested to a significant extent in companies located in one or a small number of countries in light of the fact that exploration and mining companies tend to be concentrated in certain geographic locations around the world.

Top holdings

As of Feb. 28, 2026 · N-PORT
SecurityTickerValue% of fund
AGNICO EAGLE MINES LTD $195.78M 12.65%
Gold Fields Ltd SPONSORED ADR GFI US $125.90M 8.14%
KINROSS GOLD CORP $114.14M 7.38%
ANGLOGOLD ASHANTI PLC $109.91M 7.10%
NEWMONT CORP $107.63M 6.96%
BARRICK MINING CORP $82.12M 5.31%
DPM METALS INC $74.42M 4.81%
TOREX GOLD RESOU $61.38M 3.97%
ROYAL GOLD INC $57.51M 3.72%
WHEATON PRECIOUS METALS CORP $55.65M 3.60%
View all holdings →

Allocation by sector

As of February 28, 2026 · N-PORT
View portfolio breakdown →

Portfolio moves

Nov 30, 2025 → Feb 28, 2026
Opened
0
Exited
3
Increased
3
Decreased
7
Unchanged
28

How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.

View portfolio moves →

Similar funds

Funds whose portfolios most overlap this one, by weight
FundOverlapNet exp.
WisdomTree Efficient Gold Plus Gold Miners Strategy Fund · GDMN 64% 0.45%
VanEck Gold Miners ETF · GDX 60% 0.51%
Global Gold Fund · BGEIX, ACGGX, AGGNX, AGYCX, AGGWX 59% 0.46%
View all similar funds →

Advisers

As of February 28, 2025 · N-CEN
FirmRole
Victory Capital Management Inc. Adviser

Footnotes

  1. Expense ratio as of June 26, 2025, from the fund's prospectus.
  2. Net assets and holdings count as of February 28, 2026, from the fund's N-PORT filing.
  3. Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).

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