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Morningstar

Victory Strategic Allocation C VBFCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 17.83  /  0.00
  • Total Assets 27.1 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.27%
  • Turnover 25%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis VBFCX

Will VBFCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VBFCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VBFCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of VBFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Victory Strategic Allocation C's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VBFCX

More VBFCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Total Return Bond R6

29.44 8.0 Mil
—

Victory RS Global Y

29.21 7.9 Mil
—

Victory Sophus Emerging Markets R6

9.13 2.5 Mil
—

VictoryShares US Mult-Fctr Mnmm Vltl ETF

6.63 1.8 Mil
—

Victory Trivalent International Sm-Cp I

6.25 1.7 Mil
—

Victory Investment Grd Convert I

5.64 1.5 Mil
—

Victory Global Energy Transition Y

3.82 1.0 Mil
—

Victory RS Partners Y

3.82 1.0 Mil
—

Victory Integrity Discovery Y

3.52 952,224
—

Victory Market Neutral Income I

1.48 400,993
—