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    Victory Munder Small Cap Growth A (MASCX)

    10.42 Down 0.07(0.67%) Jul 2

    Profile as of May 30, 2015Get Profile for:
    Victory Munder Small Cap Growth A
    Victory Portfolios3435 Stelzer Rd, Suite 1000Columbus OH 43219
    Phone: 800-539-3863
    Fund Overview 
    Category:Small Growth
    Fund Family:Victory
    Net Assets:4.31M
    Year-to-Date Return:N/A
    Morningstar Rating:N/A
    Fund Inception Date:May 1, 2015
    Morningstar Style Box 
    Small Growth
    [View Category Definition]
    View Top Small Growth Funds
    About the Morningstar Style Box

    Style box information not available for MASCX.

    Management Information 
    Gavin Y. Hayman
    Lead Manager since May 1, 2015
    Gavin rejoined Munder Capital in February 2010. He analyzes equity securities for the mid-capitalization core growth, mid-cap growth, focused mid-cap growth and small-cap/mid-cap blend equity strategies. He also assists with portfolio strategy, sector analysis, stock selection, and the monitoring of companies owned in the portfolio. Prior to rejoining the firm, Gavin was Director of Research at Telemus Capital Partners, a high-net-worth management company. Before that, he was an Institutional Sales Manager at AXA Framlington Investment Managers Group. Prior to that, Gavin served as International Product Manager for the Munder Framlington investment strategies. Before the Munder Framlington assignment, Gavin was a regional manager for Framlington Group, where he promoted all of the investment vehicles offered by the firm. In total, Gavin has 18 years of investment industry experience. He holds an honors degree in Law from the University of Central Lancashire, is a CFA® charterholder, and is a member of the CFA Institute.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:1,000
    Min Subsequent Investment:250
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:250
    MASCX can be purchased from 3 brokerages.

    Fund Summary 
    The investment seeks to provide long-term capital appreciation. The fund invests at least 80% of the fund's net assets in equity securities (i.e., common stocks, preferred stocks, convertible securities and rights and warrants) of small capitalization companies. Small capitalization companies mean those companies with market capitalizations within the range of companies included in the Russell 2000 Growth® Index. Although the fund will be invested primarily in domestic securities, up to 25% of the fund's assets may be invested in foreign securities, including depositary receipts such as ADRs and GDRs.

    Fund Operations 
    Last Dividend : N/A
    Last Cap Gain : N/A
    Annual Holdings Turnover : N/A
    Average for Category:69.43%
    Fees & Expenses 
    ExpenseMASCXCategory Avg
    Annual Report Expense Ratio (net):N/A1.35%
    Prospectus Net Expense Ratio:1.40%N/A
    Prospectus Gross Expense Ratio:5.85%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.75%5.31%
    Max Deferred Sales Load: N/A2.18%
    3 Yr Expense Projection*:993561
    5 Yr Expense Projection*:N/A910
    10 Yr Expense Projection*:N/A1,886
    * Per $10,000 invested