Victory Stock Index A
Victory Portfolios 3435 Stelzer Rd, Suite 1000 Columbus OH 43219
Phone: 800-539-3863
| Category: |
Large Blend |
| Fund Family: |
Victory |
| Net Assets: |
22.04M |
| Year-to-Date Return: |
-3.60% |
| Yield: |
1.34% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
03-Dec-93 |
|
Ernest C. Pelaia
Lead Manager since
01-Jul-99 |
|
| Ernest C. Pelaia is a Senior Portfolio Manager and Director, and has been with the Victory Capital Management since July 1991 as an Analyst, Trader, Investment Officer and most recently Assistant Vice President of Funds Management. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$2,500 |
| Min Subsequent Investment: |
$250 |
| Min Subsequent Investment, IRA: |
$250 |
| Min Subsequent Investment, AIP: |
$250 |
|
|
|
| The investment seeks to provide long-term capital appreciation by attempting to match the investment performance of the S&P 500 Index. The fund primarily invests in the equity securities that are in the S&P 500 Index, including American Depositary Receipts (ADRs), and secondarily in related futures and options contracts. Under normal circumstances, the fund will invest at least 80% of its net assets in securities, or equivalents, that are included in the S&P 500 Index. |
| Last Dividend
(23-Dec-09):
|
0.06 |
| Last Cap Gain
(15-Nov-01):
|
1.49 |
| Annual Holdings Turnover
|
12.00% |
| Average for Category:
|
80.36% |
|
| Expense |
SSTIX |
Category
Avg |
| Total Expense Ratio: |
0.74%
|
1.10% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$798 |
$768 |
| 5 Yr Expense Projection*: |
$963 |
$1,311 |
| 10 Yr Expense Projection*: |
$1,441 |
$2,413 |
|
|
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