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(MF) As of Mar 27, 2017 06:05 PM ET
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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:
1 Strong Buy
5 Strong Sell
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Latest Performance as of Feb 28, 2017
Total Return %*
Percentile Rank Objective
* Annual for three years and beyond.
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%Unrealized Gain YTD
% SEC Yield
Net Assets (Mil $) 2/28/2017
Sector / Country Weightings
As of 2/28/2017
% of Portfolio
Stock Holding % of Net Assets
Avg. EPS Growth
Avg. Market Value (Mil $)
% of Portfolio
High Yield Bond
Chart for Victory Strategic Allocation A SBALX
Zacks News for SBALX
No Record found.
Other News for SBALX
No Record found.
%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 1988 it has nearly tripled the S&P 500 with an average gain of +26% per year. These returns cover a period from 1988-2015 and were examined and attested by Baker Tilly Virchow Krause, LLP, an independent accounting firm. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. The monthly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zack Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations.
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