Victory Strategic Allocation Fund Quote
| VBFIX Fund | USD 20.26 0.02 0.1% |
Performance5 of 100
| Odds Of DistressLess than 21
|
Victory Strategic is trading at 20.26 as of the 28th of November 2024; that is 0.1 percent decrease since the beginning of the trading day. The fund's open price was 20.28. Victory Strategic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Victory Strategic Allocation are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
The fund is a fund of funds, which means it pursues its investment objective by investing primarily in other investment companies, including exchange-traded funds . It will typically invest in affiliated underlying funds advised by the Adviser. The fund will invest at least 40 percent of its net assets in underlying funds that will provide the fund with exposure to equity securities and at least 30 percent of its net assets in underlying funds that will provide the fund with exposure to fixed income securities.. More on Victory Strategic Allocation
Moving together with Victory Mutual Fund
Victory Mutual Fund Highlights
| Fund Concentration | Victory Funds, Large Blend Funds, World Allocation Funds, World Allocation, Victory (View all Sectors) |
| Update Date | 30th of September 2024 |
Victory Strategic Allocation [VBFIX] is traded in USA and was established 28th of November 2024. Victory Strategic is listed under Victory category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Victory family. This fund at this time has accumulated 37.3 M in net assets with minimum initial investment of 2 M. Victory Strategic is currently producing year-to-date (YTD) return of 12.15% with the current yeild of 0.02%, while the total return for the last 3 years was 3.79%.
Check Victory Strategic Probability Of Bankruptcy
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 Strategic Allocation 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 Strategic Allocation Mutual Fund Constituents
| CBHIX | Victory Cemp Market | Mutual Fund | Equity Market Neutral | |
| CIL | VictoryShares International Volatility | Etf | Foreign Large Blend | |
| CSA | VictoryShares Small Cap | Etf | Small Blend | |
| MISIX | Victory Trivalent International | Mutual Fund | Foreign Small/Mid Blend | |
| MMEYX | Victory Integrity Discovery | Mutual Fund | Small Value | |
| MUCRX | Victory Incore Total | Mutual Fund | Intermediate Core-Plus Bond | |
| RGGYX | Victory Rs Global | Mutual Fund | World Large-Stock Blend | |
| RSERX | Victory Sophus Emerging | Mutual Fund | Diversified Emerging Mkts |
Victory Strategic Risk Profiles
| Mean Deviation | 0.3467 | |||
| Semi Deviation | 0.3865 | |||
| Standard Deviation | 0.451 | |||
| Variance | 0.2034 |
Victory Strategic Against Markets
Other Information on Investing in Victory Mutual Fund
Victory Strategic 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 Strategic security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| Idea Optimizer Use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio | |
| Idea Breakdown Analyze constituents of all Macroaxis ideas. Macroaxis investment ideas are predefined, sector-focused investing themes |