Victory Balanced A (SBALX)
15.11 0.10(0.66%) Dec 11
* As of 30-Nov-13
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for SBALX at this time.
|Symbol||% Assets||YTD Return %|
|US Treasury Bond 9.125%||2.83||30.71|
|US Treasury Bond 8.875%||2.69||35.66|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.12%|
Performance & Risk
|5y Avg Return:||12.11%|
|Rank in Category (ytd):||5|
|% Rank in Category (ytd):||0.56%|
|Morningstar Risk Rating:||3|
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 its 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