Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
Victory Capital Mutual Funds
View all of Victory Capital’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
Victory Capital Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
Share Class Type
1 to 25 of 30 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| Victory Core Plus Intermediate Bond Fund | USIBX | Intermediate Core-Plus Bond | — | −0.87% | 21 | 0.660% | Above Average | No Load | $3,000 | |
| Victory Core Plus Intermediate Bond R6 | URIBX | Intermediate Core-Plus Bond | — | −0.90% | 22 | 0.420% | Average | Retirement, Large | — | |
| Victory Core Plus Intermediate BondInstl | UIITX | Intermediate Core-Plus Bond | — | −0.85% | 20 | 0.590% | High | Institutional | $1.0 Mil | |
| Victory Government Securities | USGNX | Intermediate Government | −1.27% | 10 | 0.530% | Average | No Load | $3,000 | ||
| Victory Government Securities Inst | UIGSX | Intermediate Government | −1.23% | 10 | 0.420% | Average | Institutional | $1.0 Mil | ||
| Victory Government Securities R6 | URGSX | Intermediate Government | −1.09% | 11 | 0.490% | Average | Retirement, Large | — | ||
| Victory Growth and Tax Strategy | USBLX | Moderately Conservative Allocation | — | 3.93% | 6 | 0.540% | Below Average | No Load | $3,000 | |
| Victory Growth and Tax Strategy Ins | UGTIX | Moderately Conservative Allocation | — | 3.92% | 6 | 0.550% | Below Average | Institutional | $1.0 Mil | |
| Victory Income Institutional | UIINX | Intermediate Core-Plus Bond | −0.54% | 14 | 0.540% | Above Average | Institutional | $1.0 Mil | ||
| Victory Income R6 | URIFX | Intermediate Core-Plus Bond | −0.50% | 13 | 0.490% | Above Average | Retirement, Large | — | ||
| Victory Investment Grd Convert Mb | SBFMX | Convertibles | 2.03% | 25 | 1.100% | High | No Load | $3,000 | ||
| Victory NASDAQ-100 Index | USNQX | Large Growth | 6.44% | 79 | 0.450% | Low | No Load | $3,000 | ||
| Victory Nasdaq 100 Index R6 | URNQX | Large Growth | 6.51% | 83 | 0.300% | Low | Retirement, Large | — | ||
| Victory RS Global A | RSGGX | Global Large-Stock Blend | 7.33% | 19 | 0.850% | Low | Front Load | $2,500 | ||
| Victory RS Global C | RGGCX | Global Large-Stock Blend | 7.07% | 24 | 1.600% | Below Average | Level Load | $2,500 | ||
| Victory RS Global R | RGGKX | Global Large-Stock Blend | 7.27% | 19 | 1.100% | Below Average | Retirement, Medium | — | ||
| Victory RS Global R6 | RGGRX | Global Large-Stock Blend | 7.49% | 17 | 0.550% | Low | Retirement, Large | — | ||
| Victory RS Global Y | RGGYX | Global Large-Stock Blend | 7.44% | 18 | 0.600% | Low | Institutional | $1.0 Mil | ||
| Victory RS Partners Y | RSPYX | Small Value | 5.07% | 7 | 0.940% | Average | Institutional | $1.0 Mil | ||
| Victory Short Term Bond R6 | URSBX | Short-Term Bond | — | 1.67% | 11 | 0.340% | Below Average | Retirement, Large | — | |
| Victory Short-Term Bond | USSBX | Short-Term Bond | — | 1.59% | 15 | 0.590% | Above Average | No Load | $3,000 | |
| Victory Short-Term Bond Institutional | UISBX | Short-Term Bond | — | 1.62% | 13 | 0.500% | Above Average | Institutional | $1.0 Mil | |
| Victory Sycamore Established Value A | VETAX | Mid-Cap Value | 4.74% | 38 | 0.900% | Low | Front Load | $2,500 | ||
| Victory Sycamore Established Value I | VEVIX | Mid-Cap Value | 4.84% | 37 | 0.580% | Low | Institutional | $2.0 Mil | ||
| Victory Sycamore Established Value R | GETGX | Mid-Cap Value | 4.65% | 43 | 1.100% | Low | Retirement, Medium | — |
Victory Capital Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank