Victory Focused Growth R
Victory Group P.O. Box 8527 Boston, MA 02266
Map
Phone: 800-539-3863
| Category: | Large Growth | | Fund Family: | Victory | | Net Assets: | 690.00K | | Year-to-Date Return: | -37.90% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Dec-03 |
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Erick F. Maronak
Lead Manager since
31-Dec-03 | | | Maronak is managing director and chief investment officer for NewBridge Partners, LLC since July 2003. Prior to joining NewBridge he was a portfolio manager at United States Trust Company of New York. |
| 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 long-term capital appreciation. The fund invests primarily in U.S. equity securities of companies whose growth prospects appear to exceed those of the overall market. It normally invests primarily in large capitalization stocks which are those issued by companies with capitalizations of $10 billion and above. The fund may invest a portion of its assets in equity securities of foreign companies traded on U.S. exchanges, including American and Global Depositary Receipts, and equity securities of foreign securities traded on foreign exchanges. It is nondiversified. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 54.00% | | Average for Category:
| 97.51% |
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| Expense | VFGRX | Category
Avg | | Total Expense Ratio: | 1.65%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,439 | $615 | | 5 Yr Expense Projection*: |
$2,403 | $944 | | 10 Yr Expense Projection*: |
$4,833 | $1,866 |
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2.63% Nasdaq 0.00%
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