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Victory Integrity Small-Cap Value Y (VSVIX)

39.07 -0.36 (-0.91%)
At close: 8:01 PM EST
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DELL
  • Previous Close 39.43
  • YTD Return 4.76%
  • Expense Ratio 1.07%
  • Category Small Value
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 1.23B
  • Beta (5Y Monthly) 1.00
  • Yield 1.06%
  • 5y Average Return --
  • Holdings Turnover 62.00%
  • Last Dividend 0.42
  • Inception Date Mar 30, 2004

The adviser pursues the fund's investment objective by investing, under normal circumstances, at least 80% of the fund's assets in equity securities of small-capitalization companies. Small-capitalization companies are those companies with market capitalizations within the range of companies included in the Russell 2000? Index.

Victory Capital

Fund Family

Small Value

Fund Category

1.23B

Net Assets

2004-03-30

Inception Date

Performance Overview: VSVIX

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Trailing returns as of 11/6/2024. Category is Small Value.

YTD Return

VSVIX
4.76%
Category
26.79%
?

1-Year Return

VSVIX
24.16%
Category
71.02%
?

3-Year Return

VSVIX
5.31%
Category
9.35%
?

5-Year Return

VSVIX
10.51%
Category
12.17%
?

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Holdings: VSVIX

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Top 10 Holdings (11.73% of Total Assets)

SymbolCompany% Assets
SSB
SouthState Corporation 1.57%
GBCI
Glacier Bancorp, Inc. 1.33%
POR
Portland General Electric Company 1.18%
BANR
Banner Corporation 1.16%
NWE
NorthWestern Energy Group, Inc. 1.13%
MTG
MGIC Investment Corporation 1.12%
OGS
ONE Gas, Inc. 1.07%
BOH
Bank of Hawaii Corporation 1.07%
TXNM
TXNM Energy, Inc. 1.06%
PPBI
Pacific Premier Bancorp, Inc. 1.05%

Sector Weightings

Recent News: VSVIX

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Research Reports: VSVIX

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