Victory Inst Diversified Stock
3435 Stelzer Road Columbus OH 43219
Map
Phone: 866-689-6999
| Category: | Large Growth | | Fund Family: | Victory | | Net Assets: | 427.64M | | Year-to-Date Return: | -31.60% | | Yield: | 1.55% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Jun-05 |
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Lawrence G. Babin
Lead Manager since
24-Jun-05 | | | 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: | $10,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund invests primarily in equities and securities convertible into common stocks traded on u.s. exchanges and issued by large, established companies. |
| Last Dividend
(24-Sep-08):
| 0.05 | | Last Cap Gain
(14-Nov-07):
| 0.65 | | Annual Holdings Turnover
| 102.00% | | Average for Category:
| 97.51% |
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| Expense | VIDSX | Category
Avg | | Total Expense Ratio: | 0.65%
| 1.35% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$208 | $615 | | 5 Yr Expense Projection*: |
$362 | $944 | | 10 Yr Expense Projection*: |
$810 | $1,866 |
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2.63% Nasdaq 0.00%
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