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Victory Diversified Stock R (GRINX)

17.85
-1.10
(-5.80%)
At close: 8:03:51 PM EDT

Fund Summary

The Adviser pursues the fund's investment objective by investing, under normal circumstances, at least 80% of its assets in common stock, which includes securities convertible or exchangeable into common stock traded on U.S. exchanges. Its investments include securities issued by established, large-cap companies, as well as securities of mid-cap companies. The fund's investments include foreign securities that are traded in the U.S., including American Depositary and Global Depositary Receipts (“ADRs” and “GDRs”).

Victory Diversified Stock R

Columbus OH 43219
3435 Stelzer Rd, Suite 1000
800-539-3863

Fund Overview

Category Large Blend
Fund Family Victory Capital
Net Assets 305.78M
YTD Return -5.49%
Yield 0.00%
Morningstar Rating
Inception Date Mar 26, 1999

Fund Operations

Last Dividend 0.00
Last Cap Gain 38.00
Holdings Turnover 81.00%
Average for Category --

Fees & Expenses

Expense GRINX Category Average
Annual Report Expense Ratio (net) 1.36% 0.78%
Prospectus Net Expense Ratio 1.36% --
Prospectus Gross Expense Ratio 1.36% --
Max 12b1 Fee -- --
Max Front End Sales Load -- --
Max Deferred Sales Load -- --
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Robert E. Crosby, Lead Manager since December 31, 2019
Robert E. Crosby is a Senior Portfolio Manager of Munder and has been with the Victory Capital Management Inc. since 2014. Prior to that, Mr. Crosby was a Senior Portfolio Manager of Munder Capital Management, where he held various positions since 1993. Mr. Crosby is a CFA charterholder. Mr. Crosby received a B.A. in economics from the University of Missouri and an M.S. in economics and finance from Murray State University

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

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