Victory Diversified Stock A
3435 Stelzer Rd Ste 1000 Columbus OH 43219
Map
Phone: 800-539-3863
| Category: | Large Blend | | Fund Family: | Victory | | Net Assets: | 2.88B | | Year-to-Date Return: | -30.85% | | Yield: | 1.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-89 |
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Lawrence G. Babin
Lead Manager since
20-Oct-89 | | | Babin is a chief investment officer and senior managing director with Victory Capital Management, his employer since 1982. Prior to joining the company, he spent six years in the investment business. Babin holds the Chartered Financial Analyst designation. |
| 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 to provide long-term growth of capital. The fund pursues its investment objective by investing primarily in equity securities and securities convertible into common stocks traded on U.S. exchanges and issued by large, established companies. Under normal circumstances, it invests at least 80% of its net assets in equity securities and securities convertible or exchangeable into common stock.The fund may invest up to 20% of its total assets in preferred stocks, investment grade corporate debt securities, short-term debt obligations and U.S. government obligations; and may, but is not required to, use derivative instruments. |
| Last Dividend
(24-Sep-08):
| 0.05 | | Last Cap Gain
(14-Nov-07):
| 2.00 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 71.85% |
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| Expense | SRVEX | Category
Avg | | Total Expense Ratio: | 1.04%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$887 | $572 | | 5 Yr Expense Projection*: |
$1,116 | $876 | | 10 Yr Expense Projection*: |
$1,773 | $2,504 |
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2.63% Nasdaq 0.00%
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