Victory RS Investors Fund Class C (RIVCX)

13.61
Net Asset Value
-0.58%
1 Day
+7.25%
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+0.96% 3 years+11.71%
3 months+4.05% 5 years+8.48%
1 year+11.58% Since inception+5.77%
Data through --

Peer Comparisonvs. Mid-cap blend

 RIVCXCategory
Performance 5-yr return+8.48%+10.61%
Expense ratio2.35%1.07%
Risk 5 year sharpe ratio0.860.98
Net assets$50.2M$2.4B
Average market cap$10.6B$9.0B
Average P/E20.517.8
Portfolio turnover80%80%

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Fund Management and Purchase Info

Fund familyVictory
Fund manager & tenureJoseph Mainelli / 5 Years
Minimal initial investment$2,500.00
Minimum IRA investment$1,000.00

Holdings

U.S. stock97.56%
Cash2.44%
International stock0.00%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
EQC Equity Commonwealth5.87%
LEXEA Liberty Expedia Holdings Inc5.75%
POST Post Holdings Inc5.40%
AGN Allergan5.01%
GOOGL Google4.82%
BRO Brown & Brown Inc4.74%
EEFT Euronet Worldwide Inc4.64%
MDLZ Mondelez International Inc4.52%
BLL Ball Corp4.18%
LKQ LKQ Corp4.04%