Victory Special Value A
Victory Portfolios3435 Stelzer Rd, Suite 1000Columbus OH 43219
Map
Phone: 800-539-3863
| Category: | Mid-Cap Blend | | Fund Family: | Victory | | Net Assets: | 273.16M | | Year-to-Date Return: | 10.98% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | Dec 2, 1993 |
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Leslie Globits
Lead Manager since May 31, 2003 | | | Globits is a portfolio manager and director of Victory Capital Management. Previously, he was a senior financial analyst and assistant vice president in KeyCorp's Corporate Treasury Department and has been with Victory Capital Management or an affiliate since 1987. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 1,000 | | Min Subsequent Investment: | 250 | | Min Subsequent Investment, IRA: | 250 | | Min Subsequent Investment, AIP: | 250 |
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| The investment seeks long-term growth of capital and dividend income.
The fund invests, under normal circumstances, at least 80% of its net assets in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell MidCap® Index. It may invest a portion of its assets in equity securities of foreign companies traded on U.S. exchanges, including American and Global Depositary Receipts. |
| Last Dividend
(Jun 28, 2010)
:
| 0.00 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 87.00% | | Average for Category: | 60.34% |
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| Expense | SSVSX | Category Avg |
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| Annual Report Expense Ratio (net): | 1.30% | 1.28% | | Prospectus Net Expense Ratio: | 1.30% | N/A | | Prospectus Gross Expense Ratio: | 1.30% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | 5.75% | 5.26% | | Max Deferred Sales Load:
| N/A | 2.15% | | 3 Yr Expense Projection*: | 963 | 606 | | 5 Yr Expense Projection*: | 1,247 | 1,004 | | 10 Yr Expense Projection*: | 2,053 | 2,110 |
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0.25(1.35%) May 22