Victory Special is trading at 37.46 as of the 11th of December 2024; that is 1.16 percent increase since the beginning of the trading day. The fund's open price was 37.03. Victory Special has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. The performance scores are derived for the period starting the 12th of September 2024 and ending today, the 11th of December 2024. Click here to learn more.
The Adviser pursues the funds investment objective by investing, under normal circumstances, in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the near future, with consideration for companies that have increased their dividends over time. More on Victory Special Value
Victory Special Value [VSPIX] is traded in USA and was established 11th of December 2024. Victory Special is listed under Victory category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory family. This fund at this time has accumulated 72.63 M in net assets with minimum initial investment of 2 M. Victory Special Value is currently producing year-to-date (YTD) return of 31.03%, while the total return for the last 3 years was 10.78%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Victory Special Value Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Victory Special Value Mutual Fund Constituents
Other Information on Investing in Victory Mutual Fund
Victory Special financial ratios help investors to determine whether Victory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Victory with respect to the benefits of owning Victory Special security.