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Victory Balanced Fd Cl A: (MF: SBALX)
(MF) As of Jan 29, 2015 06:06 PM ET
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Zacks MF Rank : NA - NA
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5 Strong Sell
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General Information as of Dec 31, 2014
%Unrealized Gain YTD
Net Assets (Mil $) 12/31/2014
% of Portfolio
High Yield Bond
Sector / Country Weightings
As of 12/31/2014
% of Portfolio
Top Equity Holdings
(As of 10/31/2014) % of Portfolio
BANK OF AMERICA CORP
APPLIED MATERIALS INC
MERCK & CO
BP PLC ADR
OCCIDENTAL PETROLEUM CORP
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
Chart for Victory Balanced Fd Cl A SBALX
%Max Sales Load
%Max Deferred Load
%Max 12b-1 Fee
%Max Management Fee
Incepted in December 1993, the fund is managed by Victory Capital Management. The fund seeks to provide income and long-term growth of capital by investing primarily in common stocks and fixed income securities. Under normal circumstances, the fund invests 40% to 75% of its total assets in equity securities and at least 25% of its total assets in debt securities and preferred stocks. The fund's equity portfolio focuses primarily on the stock of large public companies with value characteristics. The fund's fixed income portfolio is a high credit quality bond portfolio that seeks to meet the dual objectives of providing both an attractive level of income and a source of long-term value. The fund pays dividends monthly and distributes capital gains annually.
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At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1986 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1986-2011 and were examined and attested by Baker Tilly, an independent accounting firm.
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