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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+0.08% 3 years+4.55%
3 months-2.94% 5 years+12.21%
1 year-1.71% Since inception+6.38%
Data through --

Peer Comparisonvs. Large blend

Performance 5-yr return+12.21%+14.71%
Expense ratio0.60%1.02%
Risk 5 year sharpe ratio1.161.24
Net assets$132.2M$4.1B
Average market cap$81.7B$114.7B
Average P/E19.720.0
Portfolio turnover73%73%

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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. stock89.83%
International stock5.32%
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
GE General Electric4.47%
MSFT Microsoft4.42%
GOOG Google3.69%
AAPL Apple3.52%
MDT Medtronic PLC3.49%
PFE Pfizer3.25%
VZ Verizon3.00%
CVS CVS Caremark2.98%
PX Praxair Inc2.91%
PM Philip Morris2.90%