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Victory RS Investors Fund Class C (RIVCX)

12.97
Net Asset Value
0.00%
1 Day
+1.89%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
2.35%
Expense Ratio
Above Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide long-term capital appreciation. The fund invests in equity securities that the fund's investment team believes are undervalued. It will typically invest in equity securities of small-- mid-- or large-capitalization companies. The fund typically invests in equity securities of U.S. companies but may also invest any portion of its assets in foreign securities. It will likely hold a more limited number of securities than many other mutual funds. The fund is non-diversified.

Performance

1 month+2.23% 3 years+8.67%
3 months+4.60% 5 years+12.26%
1 year+18.80% Since inception+5.41%
Data through --

Peer Comparisonvs. Mid-cap blend

 RIVCXCategory
Performance 5-yr return+12.26%+12.86%
Expense ratio2.35%1.11%
Risk 5 year sharpe ratio1.101.12
Net assets$80.1M$2.2B
Average market cap$9.1B$7.3B
Average P/E16.522.3
Portfolio turnover92%92%

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Fund Management and Purchase Info

Fund familyVictory
Fund manager & tenureJoseph Mainelli / 4 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock91.48%
Cash5.91%
International stock2.61%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
ATH Athene Holding Ltd5.47%
POST Post Holdings Inc5.41%
BRO Brown & Brown Inc5.21%
EQC Equity Commonwealth4.86%
BLL Ball Corp4.45%
FLT Fleetcor Technologies Inc4.23%
ETFC E*TRADE Financial Corp4.04%
NBL Noble Energy3.67%
GOOGL Google3.55%
EGN Energen Corp3.41%