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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
Above Average
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 on U.S. exchanges, including American 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+0.33% 3 years+16.06%
3 months+3.31% 5 years+12.15%
1 year+1.46% Since inception+7.23%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.15%+11.68%
Expense ratio0.61%1.08%
Risk 5 year sharpe ratio0.921.01
Net assets$423.0M$3.6B
Average market cap$48.8B$101.5B
Average P/E19.219.3
Portfolio turnover79%79%

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Fund Management and Purchase Info

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


U.S. stock91.18%
International stock7.65%
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
C Citigroup4.38%
-- 4.37%
EMC EMC Corp3.12%
HRB H & R Block Inc3.08%
PGR Progressive Corp3.03%
GE General Electric3.00%
CSCO Cisco2.98%
BK Bank of New York2.91%
BAC Bank of America2.83%
WMT Wal-Mart2.74%