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Victory Strategic Allocation Fund Class A: (MF: SBALX)

(NASDAQ Mutual Funds) As of Sep 17, 2024 08:00 PM ET

$19.86 USD

+0.02 (0.10%)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

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Zacks Premium Research for SBALX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Hold 3
MF Research Report

Fund Description

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.

Load Information

Ticker Max
Load %
Deferred
Load %
Red.
Fee %
12B-1
Fee %
Mgmt
Fee %
Expense
Ratio %
Victory Strategic Allocation A SBALX 2.25 NA 0.00 0.25 0.10 0.40

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Victory Balanced A SBALX 19.86 12/13/1993 1.86 13.73 2.97 7.93
Victory Balanced C VBFCX 19.21 3/3/2003 1.22 12.91 2.21 7.14
Victory Balanced I VBFIX 19.79 9/19/2007 2.07 14.03 3.25 8.21

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Victory Strategic Allocation A SBALX 2500 50 1000 Q

Contact Information

Family Victory
Address 4249 Easton Way, Suite 400
Columbus, OH 43219
Phone 800 991-8191