3 / 5 Stars
2 2 3 4 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
#285 in Large Blend
U.S. News evaluated 486 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 21.54 percent over the past year, 11.32 percent over the past three years, and 17.65 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.7%|
|3 Years (Annualized)||11.3%|
|5 Years (Annualized)||17.7%|
|10 Years (Annualized)||N/A|
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 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.