| Scorecard |
|---|
|
2 / 5 Stars
|
|
Lipper
1
1
3
4
2
|
|
Zacks Investment Research
5
(Strong Sell)
|
|
Standard & Poor's
3 / 5 Stars
|
|
TheStreet.com
C
(Hold)
|
#339 in Large Blend
U.S. News evaluated 498 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 17.16 percent over the past year, 9.44 percent over the past three years, and 3.29 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 11.8% |
| 1 Year | 17.2% |
| 3 Years (Annualized) | 9.4% |
| 5 Years (Annualized) | 3.3% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks long-term growth of capital. The fund invests primarily in equity securities and securities convertible into common stock of large, established U.S. and foreign companies traded on U.S. exchanges. It invests in both growth and value securities. Growth stocks are stocks of companies that the adviser believes will experience earnings growth; and Value stocks are stocks that the adviser believes are intrinsically worth more than their market value. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities and securities convertible or exchangeable into common stock.
Fees
Fees are Average compared to funds in the same category.
Victory Institutional Diversified Stock has an expense ratio of 0.61 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
