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Victory Balanced C (VBFCX)

15.38 Up 0.07(0.46%) Oct 24
Prev Close:15.31
YTD Return*:4.23%
Net Assets*:15.41M
Yield*:1.37%

* As of 30-Sep-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for VBFCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
US Treasury Bond 8.875%3.21-1.88
C2.473.16
CMCSA2.468.48
BAC2.4114.75
GNMA 8%2.4120.25

Fund Basics

Morningstar Overall Rating:
Total Assets:15.41M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.85%

Performance & Risk

YTD Return:4.23%
5y Avg Return:8.86%
Rank in Category (ytd):43
% Rank in Category (ytd):4.93%
Beta (3y):1.01
Morningstar Risk Rating:3

Fund Summary

The investment seeks to provide income and long-term growth of capital. Under normal circumstances, the fund will invest 40% to 75% of its total assets in common stock, which includes securities convertible or exchangeable into common stock traded on U.S. exchanges. The fund's investments include securities issued by established large-cap companies. The fund may invest up to 15% of its net assets in equity securities of foreign companies traded on U.S. exchanges, including American and Global Depositary Receipts. View More
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