Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Victory Institutional Diversified Stock Fund (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 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+3.47% 3 years+7.81%
3 months+11.71% 5 years+14.08%
1 year+24.22% Since inception+7.62%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+14.08%+12.91%
Expense ratio0.68%0.98%
Risk 5 year sharpe ratio1.301.33
Net assets$85.3M$5.1B
Average market cap$40.1B$132.8B
Average P/E19.122.2
Portfolio turnover68%68%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVictory
Fund manager & tenureMichael Gura / 0 Years
Minimal initial investment$10,000,000.00
Minimum IRA investment--


U.S. stock94.26%
International stock4.58%
Fixed income0.01%
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
AAPL Apple4.65%
MSFT Microsoft2.92%
FB Facebook2.65%
GOOG Google2.49%
BAC Bank of America2.42%
UNH UnitedHealth2.17%
BRKB Berkshire Hathaway2.12%
CELG Celgene2.10%
JPM JPMorgan Chase1.97%
TXN Texas Instruments1.76%