MASCX - Victory Munder Small Cap Growth A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Victory Munder Small Cap Growth A

Victory Portfolios3435 Stelzer Rd, Suite 1000Columbus OH 43219
Management Information
Brian S. Matuszak,Lead Manager since April 30, 2015
Brian, who has many yaers investment industry experience, analyzes equity securities for Munder Capital???s mid-capitalization core growth, mid-cap growth, focused mid-cap growth and small-cap/mid-cap blend equity strategies. He assists with portfolio strategy, sector analysis, stock selection, and the monitoring of companies owned in the portfolio. Before becoming an equity analyst, Brian served two years as an internal wholesaler for Munder Capital. Prior to joining Munder Capital in 2000, he was a financial advisor for Prudential Securities. Brian also has experience as a micro-economics instructor at Macomb Community College. He earned both a B.B.A. in finance and accounting (with distinction), and an M.S. in applied economics from the University of Michigan. He is a CFA?? charterholder and is a member of the CFA Institute and the CFA Society of Detroit.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Growth
Fund FamilyVictory
Net Assets6.77M
YTD Return19.78%
Morningstar RatingN/A1
Inception DateApr 30, 2015

Fund Operations

Last DividendN/A
Last Cap GainN/A
Holdings TurnoverN/A
Average for CategoryN/A

Fees & Expenses

ExpenseMASCXCategory Average
Annual Report Expense Ratio (net)1.40%1.27%
Prospectus Net Expense Ratio1.40%N/A
Prospectus Gross Expense Ratio4.67%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.75%5.39%
Max Deferred Sales LoadN/A1.63%
3 Yr Expense Projection1,624N/A
5 Yr Expense Projection2,545N/A
10 Yr Expense Projection4,875N/A