Victory capital mutual funds. Most ETFs offer investors tax effciency, transparency and flexibility. 1%), Apple Inc (5. Victory Capital and Amundi announced an MOU The fund invests primarily in equity securities that show the best potential for total return through a combination of capital growth and income. Using preset target ranges, the fund invests a majority of its assets in tax-exempt bonds and money market instruments Victory Treasury Money Market Trust is a mutual fund managed by Victory Income Investors, a Victory Capital investment franchise. Victory Funds and the USAA 529 Education Savings Plan (Plan) are distributed by Victory Capital Services, Inc. , which is a holding corporation listed on the NASDAQ Global Investment Approach The Victory Fund for Income fund seeks to provide a high level of current income, consistent with the preservation of investors’ capital, by investing primarily in securities issued by the U. Best 3 Mutual Funds from Victory Capital Our top three favorite Victory Capital mutual funds offer diversified exposure, positive returns, high analyst ratings, a long track record of stable management, and transparent disclosures from the fund managers. Morningstar Ratings are based on risk-adjusted performance. See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco. The fund invests principally in long-term, investment-grade Virginia tax-exempt securities. Normally at least 80% of the Fund's assets will be invested in equity securities of companies expected to benefit from the development and use of scientific and technological advances and improvements. corporate bonds rated below investment grade. *For Victory Funds accounts, the target mail by date is 2/13 for 1099-DIV/1099-B tax forms and the estimated online availability is 2/7. It's never too early—or too late—to save for your child's education. The Fund generally invests in companies with market Dec 31, 2023 · Visit Deforestation Free Funds to see exposure to rainforest destruction. 1%), and NVIDIA See Victory S&P 500 Index Fund (MUXAX) mutual fund ratings from all the top fund analysts in one place. During the calendar year, certain funds invested in securities issued by the United States government or other federal agencies (collectively, "U. Under normal circumstances, at least 80% of the value of the Fund’s assets will be invested in tax-exempt municipal obligations. The fund invests in high-quality, U. See the full list! Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. Sort by star rating, minimum initial investment, share class, and more. The Victory Nasdaq 100 Index Fund, R6 was selected from among 155 funds and 571 share classes in the Large-Cap Growth Fund category over five years for the period ending November 30, 2023. Using data-driven discipline in conjunction with a fundamental bottom Victory Capital Management’s origins can be traced back all the way to 1894, but it’s been a registered investment advisor (RIA) with the U. The MSCI All-Country World Index (ACWI) is a free float-adjusted, market-capitalization-weighted index designed to measure the performance of large- and mid-cap stocks across developed and emerging markets. ©2024 Morningstar, Inc. Investment Flows (TTM) −6. Low minimum investment. and foreign equity securities that are believed to be the most attractive in the global marketplace. Review our list of all Victory Capital Funds that are available to invest in. The Victory Integrity Mid-Cap Value Fund’s management team seeks to achieve capital appreciation in the Fund by investing in stocks of medium sized companies (according to their market capitalization) that the team believes are undervalued, yet poised to outperform. Stay connected, collaborate, personalize and make informed investing decisions all in one place. Victory Target Retirement Income Fund, was selected from among 31 funds and 136 share classes in the Mixed-Asset Target Today Funds category over three years for the period ending November 30, 2023. Choose from mutual funds and ETFs managed by Victory Capital along with individual stocks and investment products from other providers. The fund combines a portfolio of domestic and foreign equity securities, including emerging markets securities, with the use of alternative investment strategies to provide growth with lower volatility. This Fund of Funds seeks to provide income and long-term capital growth by investing in a broad range of mutual funds and ETFs. Consistent returns can be achieved by The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible category wins the LSEG Lipper Fund Award. The RS Value Team seeks to invest in good companies, led by strong management teams that are With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. Government and its agencies or instrumentalities. Government Securities"). 13%. To add or modify an Automatic Investment Plan (AIP) for a Marketplace account, please call us at 1-800-235-8396 and one of our U. The company offers investors 112 mutual funds, in terms of the number of individual fund symbols. The oldest fund launched was in 1994. Dec 14, 2023 · 2023 Year in Review & 2024 Outlook. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. Total Net Assets 103. Although a money market fund seeks to preserve the value of your investment at $1. The Fund invests mainly in a selection of affiliated mutual funds and ETFs. Open a Marketplace account. 52WK: 43. An exchange traded fund (ETF) offers exposure to a collection of securities, such as stocks or bonds, in a vehicle that can be bought and sold throughout the day on a stock exchange. THB Asset Management Apr 16, 2024 · With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. The Fund seeks long-term capital growth by May 17, 2024 · Mutual funds and ETFs charge management fees and other expenses, including up-front sales charges. Investment options. Additionally, we provide sub-advisory services to a range of well Investment Approach. About Victory Capital. Victory Special Value Fund. The cost of your investment depends on the share class you choose and the amount you invest. 40 - 61. Our performance goal is With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. Government fund category over three years for the period ending November 30, 2023 With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products and services, including mutual funds, ETFs, separately managed It also considers the potential for capital appreciation. Explore investing options. The Fund has a target asset class allocation of approximately 20% equity securities and 80% fixed-income securities. The fund's investment objective is long-term growth of capital. The Fund's principal investment strategy is to primarily invest its assets in U. An Automatic Investment Plan is one of the best ways to invest. Automatically contribute funds from InVest in Marketplace. Victory Capital Holdings, Inc. Learn about The Capital System™. Different share classes in one or more series of Victory Portfolios and Victory Portfolios II (each a “Fund”) have different sales charges and fees. The Fund allocates to mutual funds and ETFs that invest in small-, mid- and large-cap value Victory Funds and the USAA 529 Education Savings Plan (Plan) are distributed by Victory Capital Services, Inc. The Fund generally invests in companies with market capitalizations within During the calendar year, certain funds invested in securities issued by the United States government or other federal agencies (collectively, "U. The Index is an unmanaged market-cap weighted index that consists of the largest 500 companies within the VettaFi US Equity 3000 Index SM (“Parent 4 days ago · The Victory Integrity Small/Mid-Cap Value Fund’s management team seeks to achieve capital appreciation in the Fund by investing in stocks of small and medium sized companies (according to their market capitalization) that the team believes are undervalued, yet poised to outperform. If you have any issues logging into the new portal, please review the User Guide or contact a Victory Funds Shareholder Services Representative at 800-539-3863. The Fund normally invests at least 80% of its assets in equity securities of foreign companies, including those in emerging markets. The Victory Capital InVest platform provides all investors, regardless of financial situation, investment size or goal, access to a range of diverse products managed by experienced investment professionals. Our Institutional Relationship Managers welcome your inquiries! Contact Victory Capital. Victory Capital Solutions. 79% of Victory mutual funds do not have any sales charges, making them accessible and cost-effective investment options. It offers investment advisory, fund Victory Portfolios and Victory Portfolios II . Victory Capital offers a wide variety of solutions designed to help you create a retirement plan that can change and evolve with your unique needs. Victory RS Global Fund. Choose an investor type to help us better serve your needs. This 80% policy may be changed upon at least 60 days' written notice. Consistent returns can be achieved by 529 Education Savings Plan. RS Global. A significant part of the Fund’s assets will normally be divided among continental Europe, the United Kingdom, Japan, and Asia/Pacific Connect with Victory Capital. Victory Capital would like you to take advantage of our digital tools to make investing easier. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible category wins the LSEG Lipper Fund Award. 4 days ago · Victory’s Diversified Stock fund seeks to provide long-term growth of capital by pursuing a blended active core equity investment strategy. The fund's investment objective is long-term capital appreciation and to protect the purchasing power of your capital against inflation. com. The Fund invests primarily in equity securities that show the best potential for total return through a combination of capital growth and income. , together with its subsidiaries, operates as an asset management company in the United States and internationally. Holdings Documents. securities, it may invest up to 20% of its total assets The Russell Midcap® Value Index is a market-capitalization-weighted index that measures the performance of Russell Midcap® Index companies with relatively lower price-to-book ratios and lower forecasted growth. It’s easy to get started. The team provides an alternative to traditional 60/40 funds through adaptive allocation across a broad range of asset classes. The Victory RS International Fund seeks long-term capital appreciation by investing in companies up and down the market cap spectrum which are anticipated to sustain long term growth. If you're looking for information about Victory Capital mutual funds, please visit vcm. The Fund invests primarily in a selection of affiliated mutual funds and ETFs. S. 15 Bil. Victory Capital Management manages $151. or. Mitigates the effect of market volatility and equity risk on the fund through a market neutral portfolio. A 529 plan is a state-sponsored plan that offers investment accounts designed to encourage savings for a designated beneficiary’s future education expenses. The fund restricts its investments to instruments that meet The Victory High Income Fund is a fixed income mutual fund managed by Victory Income Investors, a Victory Capital investment franchise. Variety of risk/return objectives. D. The MSCI Emerging Markets Index is a free-float-adjusted market-capitalization-weighted index designed to measure equity market performance in the global emerging markets. The fund's investment objective is to provide a high level of current interest income that is exempt from federal and Virginia state income taxes. A significant part of the Fund’s assets will normally be divided among continental Europe, the United Kingdom, Japan, and Asia/Pacific A 529 Education savings Plan is a tax-advantaged way to invest for future education expenses. Quality ratings are subject to change. $50 initial investment. companies. The assessment of potential return is based on an analysis of earnings and earnings growth, relative value, and company management. The Fund may invest up to 100% of its assets in foreign securities. Our Member Service Representatives are experienced professionals who are committed to serving your investment needs. We have the flexibility to purchase both value and growth stocks in an effort to produce consistent, positive returns across all market cycles. Trivalent Investments. Distributed by Victory Capital Services, Inc. Welcome to Victory Capital. Normally at least 80% of the fund's assets will be invested in equity securities of domestic and foreign companies (including those located in emerging markets) principally engaged in the exploration, mining, or processing of gold and other precious metals The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible category wins the LSEG Lipper Fund Award. -based investment specialists will establish it for you. Victory Capital is a company that sells mutual funds with $121,170M in assets under management. (VCS). VictoryShares ETFs provide many portfolio diversification opportunities with a range of The Fund aims to provide higher levels of income and less sensitivity to interest-rate changes than most fixed-income investments by allocating primarily to U. The Fund's investment objective is to provide capital appreciation and current income consistent with its current investment allocation, which is designed for investors planning to start withdrawing funds in or near the Fund's target date (2040). Victory Government Securities Fund, R6 was selected from among 13 funds and 58 share classes in the Intermediate U. A value fund is one in which the portfolio manager searches Investment Approach. 45 MILLION invested in fossil fuels, 8. The Fund’s Adviser allocates the Fund’s assets among The Victory RS Investors Fund seeks to produce superior long-term risk adjusted returns by investing in durable small, mid and large capitalization companies that are led by strong management teams and are attractively valued. Jackson was a co-manager of the USAA Life Insurance portfolios. Overall Morningstar Rating™: (out of 1109 funds) Category: Large Growth. The Fund invests its assets primarily in equity securities that show the best potential for total return through a combination of capital growth and income. The Adviser pursues the Fund’s objective by investing, under normal circumstances, at least 80% of its assets in equity securities of companies included in the The Victory US Large Cap 500 Index. VCS is not affiliated with Foreside or United Services Automobile Association or its affiliates (USAA The Fund's investment objective is a conservative balance for the investor between income, the majority of which is exempt from federal income tax, and the potential for long-term growth of capital to preserve purchasing power. In selecting individual securities for the Fund, the team looks for companies it believes have significant The Victory RS Global Fund seeks long-term capital appreciation by investing in companies up and down the market cap spectrum which are anticipated to sustain long term growth. Call today to learn more about how we can help you reach your investment goals. Victory S&P 500 Index Fund. Get great service, advice at no additional cost and a bonus of up to $1,500 when you consolidate with us. and automatic investment of at least $50 a month. The Fund's investment objective is capital appreciation. VictoryShares ETFs are distributed by Foreside Fund Services, LLC (Foreside). , an affiliate of Victory Capital Management Inc. Prior to joining USAA, he was a Director at Highland Capital Management focused on fixed-income and private equity investing from January 2009 until November 2013. Victory RS Large Cap May 24, 2024 · USAUX Victory Aggressive Growth Fund. Market Open. Philosophy & Process. The Fund may invest up to 100% of its assets in Our institutional experience. dollar-denominated, short-term debt securities of domestic and foreign issuers that have been determined to present minimal credit risk and comply with strict Securities and Exchange Commission (SEC) guidelines applicable to money market funds. . Fee waivers and/or expense reimbursements were in place for some or Victory Fund Forms and Documents. 66. Up to 65% of the Fund's assets may be invested in corporate bonds. Returns include reinvestment of dividends and capital gains. For Marketplace accounts, 1099-DIV/1099-B tax forms are subject to phased mailing dates (1/31, 2/15, 2/29 and 3/15). The firm is an indirect, wholly owned subsidiary of Victory Capital Holdings, Inc. 02% of the fund. 5 days ago · The Victory Market Neutral Income Fund: Has historically delivered returns that are uncorrelated to stocks and bonds. Victory Aggressive Growth Fund. 29% 4 days ago · Victory’s Diversified Stock fund seeks to provide long-term growth of capital by pursuing a blended active core equity investment strategy. Learn more about USAA's strategic provider Victory Capital, the exclusive provider of USAA Mutual Funds and the 529 Savings Plan. 00 per share, it is possible to lose money by investing in a money market fund. , the Fund's investment adviser. Normally at least 80% of the Fund's assets will be invested in equity securities of companies with small market capitalizations. Mar 14, 2024 · March 14, 2024. Back. securities, it may invest up to 20% of its total assets in foreign securities including securities issued in emerging markets. Adam Mezan has been the lead manager of RSGGX since Apr 30, 2018. VCS is not affiliated with Foreside or United Services Automobile Association or its affiliates (USAA); Foreside is not affiliated with USAA. Mutual Fund Pricing Policies . Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. Although the fund will invest primarily in U. The Victory Short-Term Bond Fund is a fixed income mutual fund managed by Victory Income Investors, a Victory Capital investment franchise. Certain states also exempt from state income tax the dividend income a mutual fund USAA® 529 Education Savings Plan description. Management Team. Most of the fund’s holdings were in companies like Microsoft Corp (5. Under federal law, the interest on these securities is exempt from state taxation. Securities & Exchange Commission (SEC) since 1972. The average manager tenure for all managers at Victory Capital is years. 60 Bil. Offers an alternative approach that seeks to provide high current income. Normally, at least 80% of the Fund's assets will be invested in a broad range of debt securities with a dollar-weighted average portfolio maturity between three to 10 years. We offer investment options to help investors meet their financial needs. Have a question? Let us help. The team uses a proprietary, systematic process Web site created using create-react-app Jim Jackson is co-chief investment officer and senior portfolio manager of Victory Income Investors, which was formerly known as USAA Investments, a Victory Capital Investment Franchise, and was acquired by Victory Capital in July 2019. TurboTax downloads not available for Marketplace accounts. While the 10-year overall star rating formula seems to give the most weight to the 10 The Fund's investment objective is long-term capital appreciation. See Victory S&P 500 Index Fund performance, holdings, fees, risk and other data from The Fund's investment objective is capital growth with current income as a secondary objective. The Fund will normally invest 40% or more of its total assets in securities of non-U. View more. The Victory Munder Multi-Cap Fund’s management team seeks to provide long-term capital appreciation in the Fund by identifying secular growth trends and investing in stocks of companies the team believes will benefit from these trends. Victory High Yield VIP Series. Victory Capital provides institutional investors, including corporate, non-profit, public fund and Taft-Hartley plans, with a variety of investment vehicles, including separately managed accounts, collective trusts, and institutional mutual funds. Management Team Wellington Management. The Fund seeks to attain long-term capital appreciation while attempting to reduce volatility during unfavorable market conditions. securities, it may invest up to 20% For Victory Funds. The Victory Income Fund is a fixed income mutual fund managed by Victory Income Investors, a Victory Capital investment franchise. This 80% policy may be changed upon at least 60 days' written notice to The fund's objective is high current income without undue risk to principal. Below-investment-grade is represented by a rating of BB and below. May 24, 2024 · USAUX Victory Aggressive Growth Fund. With 11 autonomous Investment Franchises and a Solutions Business, Victory Capital offers a wide array of investment products, including mutual funds, ETFs, separately managed accounts, alternative investments, third-party ETF model strategies, collective investment trusts, private funds, a 529 Education Savings Plan, and brokerage services. Kurt Daum, J. Otherwise, visit our main investing page to explore other investment options. Apr 3, 2024 · The mutual funds have an expense ratio of 0. Victory RS International VIP Series. May 3, 2024 · Mutual Funds See All Victory Capital Funds Market US Open-end ex MM ex FoF ex Feeder. The Fund invests its assets primarily in equity securities of companies that are considered to be undervalued. Prior to joining Victory Capital, Mr. The Fund's objective is capital appreciation. Mutual funds. VICTORY INCOME INVESTORS, A VICTORY CAPITAL INVESTMENT FRANCHISE 14-Dec-2023. 66 1. Certain states also exempt from state income tax income earned by a mutual fund shareholder The Victory High Income Municipal Bond Fund seeks to provide a high current income exempt from federal income taxes with a secondary objective of capital appreciation. NAV as of: 05/24/2024. Content modified /content/vcm/us/en/products/mutual-funds VDOM The Russell 3000® Value Index is a market-capitalization-weighted index that measures the performance of those companies in the Russell 3000® index with lower price-to-book ratios and lower forecasted growth values. 66% and approximately 66. Targeted towards investors looking for a diversified allocation to dynamic, large-cap growth companies that exhibit sustainable earnings growth, managed by a team with proven capabilities in growth dating back to 1987. Victory Capital Management, registered in 1994, serves 45 state (s) with a licensed staff of 83 advisors. , Executive Director of Mutual Funds Portfolios, focusing on all areas of fixed-income research, has co-managed the Fund since November 2016. securities, it may invest up to 20% of its total assets in foreign securities, including securities issued in emerging markets. Marketplace offers access to a wide range of mutual funds and ETFs managed by Victory Capital and many other providers, along with access to trade individual stocks on one platform. Victory Funds Shareholders, please call 1-800-539-FUND(3863). Victory Sustainable World Fund USAWX has $104. We are a diversified global investment management firm offering a wide array of independent investment approaches and innovative solutions designed to drive better investment outcomes. Manage your Automatic Investment Plan. Asset Growth Rate (TTM) −6. Choose from portfolios of individual stocks, bonds or a combination of both. Since 1931, we’ve helped investors pursue long-term investment success. The team seeks to maximize total return from all levels of the capital structure by assessing the issuer’s earnings patterns, financial The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. Performance for periods greater than one year is annualized. 3 billion and provides investment advisory services for 2,502 clients (1:30 advisor/client ratio). $ 61. Victory RS Growth Fund. Investment professionals, please call 1-800-991-8191. This is often referred to as a fund-of-funds investment strategy. Although the Fund will invest primarily in U. Our investment process combines individual accountability with teamwork. Mr. zn ht xo la cy my pp mx ov sr