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Victory Balanced A (SBALX)

14.34 Up 0.10(0.70%) May 17

Prev Close:14.34
YTD Return*:6.36%
Net Assets*:19.64M
Yield*:1.31%

* As of 31-Mar-13

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

Headlines

  • No Headlines available for SBALX at this time.

Reports

  • No Reports available for SBALX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AAPL2.83-18.91
PFE2.6815.95
PG2.6015.28
JNJ2.2317.75
C2.1910.72
» More Fund Holdings

Fund Basics

Morningstar Overall Rating:
Total Assets:19.64M
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.12%
Fund Profile | Holdings

Performance & Risk

YTD Return:6.36%
5y Avg Return:3.94%
Rank in Category (ytd):36
% Rank in Category (ytd):3.53%
Beta (3y):1.11
Morningstar Risk Rating:3
Performance Details | Risk Details

Fund Summary

The investment seeks to provide income and long-term growth of capital. The fund will invest 40% to 75% of its total assets in equity securities and securities convertible or exchangeable into common stock traded on U.S. exchanges and issued by large, established companies. It will invest at least 25% of it total assets in a portfolio of debt securities and preferred stocks. 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
Fund Profile
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