Victory Capital Mutual Funds
Victory Capital Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 25 of 35 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
---|---|---|---|---|---|---|---|---|---|---|
Victory Core Plus Intermediate Bond Fund | USIBX | Intermediate Core-Plus Bond | — | 4.68% | 30 | 0.660% | Above Average | No Load | $3,000 | |
Victory Core Plus Intermediate Bond R6 | URIBX | Intermediate Core-Plus Bond | — | 4.74% | 25 | 0.420% | Average | Retirement, Large | $0 | |
Victory Core Plus Intermediate BondInstl | UIITX | Intermediate Core-Plus Bond | — | 4.74% | 25 | 0.570% | High | Institutional | $1.0 Mil | |
Victory Government Securities | USGNX | Intermediate Government | 3.49% | 10 | 0.530% | Average | No Load | $3,000 | ||
Victory Government Securities Inst | UIGSX | Intermediate Government | 3.58% | 8 | 0.420% | Average | Institutional | $1.0 Mil | ||
Victory Government Securities R6 | URGSX | Intermediate Government | 3.62% | 5 | 0.370% | Below Average | Retirement, Large | $0 | ||
Victory Growth and Tax Strategy | USBLX | Moderately Conservative Allocation | — | 12.96% | 4 | 0.510% | Below Average | No Load | $3,000 | |
Victory Growth and Tax Strategy A | UGTAX | Moderately Conservative Allocation | — | 12.69% | 4 | 0.830% | Below Average | Front Load | $2,500 | |
Victory Growth and Tax Strategy Ins | UGTIX | Moderately Conservative Allocation | — | 12.93% | 4 | 0.540% | Below Average | Institutional | $1.0 Mil | |
Victory Investment Grd Convert Mb | SBFMX | Convertibles | 10.20% | 13 | 1.100% | High | No Load | $3,000 | ||
Victory NASDAQ-100 Index | USNQX | Large Growth | 19.49% | 69 | 0.420% | Low | No Load | $3,000 | ||
Victory Nasdaq 100 Index R6 | URNQX | Large Growth | 19.60% | 67 | 0.290% | Low | Retirement, Large | $0 | ||
Victory RS Global A | RSGGX | Global Large-Stock Blend | 21.18% | 4 | 0.850% | Low | Front Load | $2,500 | ||
Victory RS Global C | RGGCX | Global Large-Stock Blend | 20.49% | 6 | 1.600% | Below Average | Level Load | $2,500 | ||
Victory RS Global R | RGGKX | Global Large-Stock Blend | 20.96% | 5 | 1.100% | Below Average | Retirement, Medium | $0 | ||
Victory RS Global R6 | RGGRX | Global Large-Stock Blend | 21.47% | 3 | 0.550% | Low | Retirement, Large | $0 | ||
Victory RS Global Y | RGGYX | Global Large-Stock Blend | 21.43% | 3 | 0.600% | Low | Institutional | $1.0 Mil | ||
Victory RS International Y | RSIGX | Foreign Large Blend | 14.19% | 16 | 0.880% | Above Average | Institutional | $1.0 Mil | ||
Victory RS Partners A | RSPFX | Small Value | 14.22% | 7 | 1.330% | Above Average | Front Load | $2,500 | ||
Victory RS Partners Member | RSPMX | Small Value | 14.42% | 6 | 1.130% | Average | No Load | $3,000 | ||
Victory RS Partners R | RSPKX | Small Value | 13.93% | 7 | 1.690% | High | Retirement, Medium | $0 | ||
Victory RS Partners R6 | RPPRX | Small Value | 14.65% | 6 | 0.890% | Above Average | Retirement, Large | $0 | ||
Victory RS Partners Y | RSPYX | Small Value | 14.58% | 6 | 0.940% | Average | Institutional | $1.0 Mil | ||
Victory Short Term Bond R6 | URSBX | Short-Term Bond | — | 5.77% | 6 | 0.330% | Below Average | Retirement, Large | $0 | |
Victory Short-Term Bond | USSBX | Short-Term Bond | — | 5.58% | 8 | 0.590% | Average | No Load | $3,000 |
Victory Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Rating™ for Funds
Percentile Rank