TAXATION
Mutual Fund Distributions: How Capital Gain Distributions Are Taxed
For mutual fund investors, taxes are inevitable. Even if you’re a long-term buy...
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This is a list of Victory Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.
In this table you will find short term historical return data, including 1-year returns and 3-year returns on Victory Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.
This table presents long term historical returns data for Victory Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.
This list includes all management costs and other fee information for Victory Funds.
This page includes relevant dividend information on Victory Funds.
The table below illustrates valuable information regarding the primary fund manager for Victory Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.
This list includes the retirement (IRA) and standard minimum amounts required to invest in Victory Funds.
This list includes asset allocation proportions of the underlying holdings for Victory Funds.
| Fund Name | Share Class & Symbol | Primary Category | Net Assets ($M USD) | 1 Year Return | 1 Year Rank in Primary Category | Exp Ratio | Primary Manager Tenure (yrs) |
|---|---|---|---|---|---|---|---|
| Victory Sycamore Established Value Fund | Retirement (GETGX) | U.S. Mid-Cap Value Equity | $10,700.43 | -29.21% | 30.21% | 1.13% | 21.6 |
| Victory Sycamore Small Company Opportunity Fund | Retirement (GOGFX) | U.S. Small-Cap Value Equity | $5,051.55 | -29.12% | 9.14% | 1.44% | 21.76 |
| Victory RS Small Cap Growth Fund | A (RSEGX) | U.S. Small-Cap Growth Equity | $2,134.21 | -27.82% | 52.22% | 1.44% | 13.12 |
| Victory Integrity Small-Cap Value Fund | A (VSCVX) | U.S. Small-Cap Value Equity | $2,002.71 | -40.53% | 68.53% | 1.58% | 15.93 |
| Victory Trivalent International Small-Cap Fund | Inst (MYSIX) | International and Foreign Small & Mid-Cap Blend Equity | $1,802.49 | -23.79% | 24.27% | 1.18% | 12.55 |
| Victory Munder Mid-Cap Core Growth Fund | Inst (MGOKX) | U.S. Mid-Cap Growth Equity | $1,069.72 | -23.52% | 67.24% | 1.02% | N/A |
| Victory RS Large Cap Alpha VIP Series | N/A (GUSFX) | U.S. Large-Cap Blend Equity | $829.52 | -33.02% | 96.92% | 0.73% | 7.84 |
| Victory INCORE Fund for Income | Retirement (GGIFX) | Short-Term Government Bond | $731.72 | 0.58% | 78.13% | 0.94% | 14.01 |
| Victory INCORE Investment Quality Bond VIP Series | N/A (GUBFX) | Intermediate-Term Bond | $629.40 | 3.79% | 42.37% | 0.74% | 3.59 |
| Victory Floating Rate Fund | Inst (RSFYX) | Floating Rate Bond | $585.80 | -16.08% | 69.35% | 0.92% | 10.17 |
| Victory RS Mid Cap Growth Fund | A (RSMOX) | U.S. Mid-Cap Growth Equity | $493.10 | -19.82% | 46.55% | 1.35% | 11.59 |
| Victory RS Large Cap Alpha Fund | A (GPAFX) | U.S. Large-Cap Blend Equity | $485.79 | -24.36% | 81.95% | 0.95% | 7.84 |
| Victory Sophus Emerging Markets Fund | A (GBEMX) | Emerging Markets Equity | $372.06 | -21.59% | 36.39% | 1.62% | 7.0 |
| Victory RS Partners Fund | A (RSPFX) | U.S. Small-Cap Blend Equity | $366.67 | -34.07% | 54.27% | 1.52% | 6.84 |
| Victory Munder Multi-Cap Fund | A (MNNAX) | U.S. Large-Cap Growth Equity | $355.89 | -22.00% | 87.36% | 1.36% | 9.34 |
| Victory RS Value Fund | A (RSVAX) | U.S. Mid-Cap Blend Equity | $330.35 | -33.56% | 78.84% | 1.35% | 6.84 |
| Victory RS Science and Technology Fund | A (RSIFX) | Technology Equity | $283.87 | -21.47% | 89.77% | 1.48% | 18.65 |
| Victory INCORE Investment Grade Convertible Fund | A (SBFCX) | Preferred Stock/Convertible Bond | $282.45 | -12.29% | 58.64% | 1.49% | 23.85 |
| Victory RS International Fund | A (GUBGX) | International and Foreign Large-Cap Blend Equity | $276.85 | -19.77% | 36.02% | 1.55% | 6.67 |
| Victory INCORE Low Duration Bond Fund | A (RLDAX) | U.S. Investment-Grade Bond | $266.08 | -0.91% | 56.10% | 0.95% | 3.67 |
| Fund Name | YTD | YTD Rank in Primary Category | 1 Year Return | 1 Year Rank in Primary Category | 3 Year Return | 3 Year Rank in Primary Category |
|---|
| Fund Name | 5 Year Return | 5 Year Rank in Primary Category | 10 Year Return | 10 Year Rank in Primary Category | Inception Date |
|---|
| Fund Name | Exp Ratio | Management Fee | 12b-1 | Admin Fee | Front Load | Deferred Load | Max Redemption Fee | Turnover |
|---|
| Fund Name | Div Yield | Last Dividend Date | Last Dividend Amount | Dividend Frequency | Net Income Ratio |
|---|
| Fund Name | YTD | Primary Manager | Start Date | Primary Manager Tenure (yrs) | Tenure Rank |
|---|
| Fund Name | IRA Minimum | Standard Minimum |
|---|
| Fund Name | Stocks | Bonds | Convertible Bonds | Preferred Stocks | Cash |
|---|
Victory is a company that sells mutual funds with $31,382M in assets under management. The average expense ratio from all mutual funds is 1.26%. 51.10% of all the mutual funds are no load funds. The oldest fund launched was in 1972. The average manager tenure for all managers at Victory is 11.07 years. The company offers investors 46 mutual funds, in terms of the number of individual fund symbols.
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