| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
3
3
3
2
3
|
|
Zacks Investment Research
3
(Hold)
|
|
Standard & Poor's
2 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
#55 in Small Value
U.S. News evaluated 113 Small Value 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 12.09 percent over the past year, 9.54 percent over the past three years, 7.42 percent over the past five years, and 10.97 percent over the past decade.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 8.8% |
| 1 Year | 12.1% |
| 3 Years (Annualized) | 9.5% |
| 5 Years (Annualized) | 7.4% |
| 10 Years (Annualized) | 11.0% |
Summary
The investment seeks capital appreciation. The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of small companies. The fund may invest a portion of its assets in equity securities of foreign companies traded on U.S. exchanges, including American and Global Depositary Receipts.
Fees
Fees are Low compared to funds in the same category.
Victory Small Company Opportunity Fund has an expense ratio of 1.38 percent.
Risk
Risk is Below Average compared to funds in the same category according to Morningstar.
