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Victory Institutional Diversified Stock Fund Class R (VIDSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund pursues its investment objective by investing primarily in equity securities of established large-cap U.S. companies and foreign issuers traded in the U.S., including American Depositary Receipts and Global Depository Receipts (ADRs and GDRs). Under normal circumstances, the fund will invest at least 80% of its net assets in common stock, which includes securities convertible or exchangeable into common stock.


1 month-0.26% 3 years+4.80%
3 months+2.51% 5 years+10.58%
1 year+6.38% Since inception+6.74%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+10.58%+11.74%
Expense ratio0.68%1.01%
Risk 5 year sharpe ratio0.951.09
Net assets$88.4M$4.6B
Average market cap$66.9B$109.1B
Average P/E21.421.7
Portfolio turnover68%68%

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Fund Management and Purchase Info

Fund familyVictory
Fund manager & tenureLawrence Babin / 11 Years
Minimal initial investment$10,000,000.00
Minimum IRA investment--


U.S. stock88.29%
International stock6.46%
Fixed income0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 15.80%
Energy 13.19%
Financial service 12.18%
Consumer goods 10.38%
Telecommunication 10.01%
Top 10 Holdings
Portfolio weighting
WFC Wells Fargo4.10%
GOOG Google3.62%
MSFT Microsoft3.53%
GD General Dynamics3.18%
USB U.S. Bancorp3.10%
BAYRY Bayer2.53%
BK Bank of New York2.53%
AAPL Apple2.45%
PX Praxair Inc2.44%
CSCO Cisco2.44%