2 / 5 Stars
3 2 3 3 3
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#234 in Large Blend
U.S. News evaluated 476 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 33.85 percent over the past year, 15.48 percent over the past three years, 15.44 percent over the past five years, and 7.76 percent over the past decade.
|Trailing Returns||Updated 11.30.2013|
|Year to date||31.6%|
|3 Years (Annualized)||15.5%|
|5 Years (Annualized)||15.4%|
|10 Years (Annualized)||7.8%|
The investment seeks to provide long-term growth of capital. The fund pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets in equity securities and securities convertible or exchangeable into common stock traded on U.S. exchanges and issued by large, established companies. It invests in both growth and value securities. Growth securities are stocks of companies that the adviser believes will experience earnings growth; and Value securities are stocks that the adviser believes are intrinsically worth more than their market value.
Fees are Above Average compared to funds in the same category.
Victory Diversified Stock Fund has an expense ratio of 1.09 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.