Victory 500 Index Fund (USPRX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Victory 500 Index Fund
San Antonio, TX78288
9800 Fredericksburg Road
Usaa Mutual Funds Trust
Management Information
,Lead Manager since September 15, 2022
Free Foutz is the Portfolio Implementation Manager for Victory Capital Management with over 18 years of industry experience. Prior to joining Victory Capital Management, Mr. Foutz managed the Sub-Advisory Oversight Team for Charles Schwab Investment Management. He was also a voting member of CSIM’s Investment Oversight Committee. Previously, Mr. Foutz worked as a Senior Institutional Investment Analyst for Schwab’s Retirement Investment Services department conducting in- depth manager research and authoring proprietary research reports. Prior to that, he worked as a Registered Representative within Schwab Retirement Plan Services, counseling plan participants on a wide array of topics including personal finance and asset allocation and gaining unique insight into investor behavior. Mr. Foutz earned a Bachelor of Arts degree from Ohio University in Athens, Ohio. He is also a former Series 7 and Series 63 license holder. He currently holds the Series 3 license.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryLarge Blend
Fund FamilyVictory Capital
Net Assets11.91B
YTD Return10.39%
Yield1.24%
Morningstar Rating★★★★
Inception DateApr 30, 1996
Fund Operations
Last Dividend0.21
Last Cap Gain62.00
Holdings Turnover7.00%
Average for CategoryN/A
Fees & Expenses
ExpenseUSPRXCategory Average
Annual Report Expense Ratio (net)0.25%0.84%
Prospectus Net Expense Ratio0.25%N/A
Prospectus Gross Expense Ratio0.25%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.18%
Max Deferred Sales LoadN/A1.28%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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