3 / 5 Stars
4 3 3 3 3
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#45 in Small Value
U.S. News evaluated 117 Small Value 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 20.79 percent over the past year, 13.44 percent over the past three years, 21.19 percent over the past five years, and 10.02 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.4%|
|3 Years (Annualized)||13.4%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||10.0%|
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 are High compared to funds in the same category.
Victory Small Company Opportunity Fund has an expense ratio of 1.34 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.