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Victory Strategic Allocation C VBFCX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 17.79  /  0.17 %
  • Total Assets 25.6 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 1.73%
  • Turnover 25%

Morningstar’s Analysis VBFCX

Will VBFCX outperform in future?

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

Victory Strategic Allocation C's Average People Pillar and Process 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 highest quintile among peers.

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Portfolio Holdings VBFCX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 99.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Victory Total Return Bond R6

30.94
7,996,825

Victory RS Global Y

28.95
7,483,871

Victory Sophus Emerging Markets R6

9.52
2,460,401

VictoryShares US Mult-Fctr Mnmm Vltl ETF

6.45
1,667,694

Victory Trivalent International Sm-Cp I

6.17
1,593,977

Victory Investment Grd Convert I

5.72
1,479,139

Victory Global Energy Transition Y

4.72
1,221,015

Victory RS Partners Y

3.64
941,311

Victory Integrity Discovery Y

3.57
922,283

Cash

0.32
81,847
Cash and Equivalents