Victory Stock Index R
3435 Stelzer Rd Ste 1000 Columbus OH 43219
Phone: 800-539-3863
| Category: |
Large Blend |
| Fund Family: |
Victory |
| Net Assets: |
19.56M |
| Year-to-Date Return: |
4.96% |
| Yield: |
1.27% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
02-Jul-99 |
|
Ernest C. Pelaia
Lead Manager since
01-Jul-99 |
|
| Pelaia is a senior portfolio manager and director, and has been with the Adviser 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 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 ADRs, and secondarily in related futures and options contracts. It normally invests at least 80% of net assets in securities, or equivalents, that are included in the S&P 500 index. The fund normally invests substantially all of assets in all stocks that comprise the Index in roughly the same proportions as their weightings in the index. |
| Last Dividend
(26-Dec-07):
|
0.08 |
| Last Cap Gain
(15-Nov-01):
|
1.49 |
| Annual Holdings Turnover
|
5.00% |
| Average for Category:
|
70.73% |
|
| Expense |
VINGX |
Category
Avg |
| Total Expense Ratio: |
0.89%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$350 |
$584 |
| 5 Yr Expense Projection*: |
$606 |
$899 |
| 10 Yr Expense Projection*: |
$1,340 |
$1,778 |
|
|
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