2 / 5 Stars
2 2 3 4 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#273 in Large Blend
U.S. News evaluated 492 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 23.71 percent over the past year, 12.81 percent over the past three years, and 18.43 percent over the past five years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||0.6%|
|3 Years (Annualized)||12.8%|
|5 Years (Annualized)||18.4%|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in equity securities of established large-cap U.S. companies and foreign issuers traded on U.S. exchanges, including American and Global Depository Receipts (ADRs and GDRs). Under normal circumstances, the fund will invest at least 80% of its net assets in common stock, which includes securities convertible or exchangeable into common stock.
Fees are Average compared to funds in the same category.
Victory Institutional Diversified Stock has an expense ratio of 0.59 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.