Victory Small Company Opportunity R
3435 Stelzer Rd Ste 1000 Columbus OH 43219
Map
Phone: 800-539-3863
| Category: | Small Value | | Fund Family: | Victory | | Net Assets: | 81.24M | | Year-to-Date Return: | -23.39% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 16-Aug-83 |
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Gary H. Miller
Lead Manager since
01-Nov-98 | | | Miller has been vice president and portfolio manager with Victory Capital Management since June 1998, and has been with Victory Capital Management since 1993. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $250 | | Min Subsequent Investment, IRA: | $250 | | Min Subsequent Investment, AIP: | $250 |
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| The investment seeks capital appreciation. The fund invests primarily in common stocks of smaller companies that the adviser believes to be undervalued relative to their underlying earnings potential. It normally invests at least 80% of net assets in equity securities of small companies which have market capitalization within the range of companies comprising the Russell 2000 index.The fund may invest up to 20% of its total assets in: equity securities of larger companies, investment-grade securities, preferred stocks, short-term debt obligations and repurchase agreements. |
| Last Dividend
(28-Mar-07):
| 0.06 | | Last Cap Gain
(26-Dec-07):
| 0.06 | | Annual Holdings Turnover
| 75.00% | | Average for Category:
| 84.20% |
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| Expense | GOGFX | Category
Avg | | Total Expense Ratio: | 1.45%
| 1.52% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$508 | $693 | | 5 Yr Expense Projection*: |
$876 | $1,059 | | 10 Yr Expense Projection*: |
$1,911 | $2,055 |
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1.83% Nasdaq 0.00%
0.03 (0.18%) 
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