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Victory Special Value C (VSVCX)

On Feb 9: 12.48 USD  Up 0.18 (1.46%)  
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Profile  As of 31-Jan-10 Get Profile for:
Victory Special Value C
Victory Portfolios 3435 Stelzer Rd, Suite 1000 Columbus OH 43219
Phone: 800-539-3863
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FUND OVERVIEW
Category: Mid-Cap Blend
Fund Family: Victory
Net Assets: 39.42M
Year-to-Date Return: -3.79%
Yield: 0.00%
Morningstar Rating: 3 stars
Fund Inception Date: 28-Feb-03
MORNINGSTAR STYLE BOX
Mid-Cap Blend
[View Category Definition]
View Top Mid-Cap Blend Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
Leslie Globits
Lead Manager since 01-Jun-03
Globits is a portfolio manager and director of Victory Capital Management. Previously, he was a senior financial analyst and assistant vice president in KeyCorp's Corporate Treasury Department and has been with Victory Capital Management or an affiliate since 1987.
INVESTMENT INFORMATION
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
VSVCX can be purchased from 9 brokerages.
FUND SUMMARY
The investment seeks long-term growth of capital and dividend income. The fund invests primarily in equity securities of companies with market capitalizations within the range of companies comprising the Russell Mid Cap(R) index. It normally invests at least 80% of net assets in equity securities of companies with market capitalizations within the range of companies comprising the Russell Mid Cap(R) index.
FUND OPERATIONS
Last Dividend (26-Mar-08): 0.00
Last Cap Gain (26-Dec-07): 0.01
Annual Holdings Turnover 165.00%
Average for Category: 91.38%
FEES & EXPENSES
Expense VSVCX Category
Avg
Total Expense Ratio: 2.20% 1.38%
Max 12b1 Fee: 1.00% N/A
Max Front End Sales Load: % 5.26%
Max Deferred Sales Load: 1.00% 2.34%
3 Yr Expense Projection*: $694 $638
5 Yr Expense Projection*: $1,190 $985
10 Yr Expense Projection*: $2,554 $1,976
* Per $10,000 invested


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