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Victory Diversified Stock A (SRVEX) Fund Ranking and Research

Ranking, Research and Recommendation of Victory Diversified Stock A (SRVEX) Fund

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Graph of Victory Diversified Stock A Fund (SRVEX) ManagerFund Manager - Lawrence G. Babin

Fund Manager Information

Fund Manager Tenure: 30.5 years
Fund Family: Victory
Fund Category: Large Blend
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.48)     (What does this score mean?)
Babin is a chief investment officer and senior managing director with Victory Capital Management, his employer since 1982. Prior to joining the company, he spent six years in the investment business. Babin holds the Chartered Financial Analyst designation.  Get more insights on Lawrence G. Babin

 

Graph of Victory Diversified Stock A Fund (SRVEX) ProfileVictory Diversified Stock A Fund (SRVEX) Profile

Fund Profile and Description

Victory Diversified Stock A Fund seeks to provide long-term growth of capital. Victory Diversified Stock A Fund pursues its investment objective by investing primarily in equity securities and securities convertible into common stocks traded on U.S. exchanges and issued by large, established companies. Under normal circumstances, it invests at least 80% of its net assets in equity securities and securities convertible or exchangeable into common stock.

 

Victory Diversified Stock A (SRVEX) Fund Strength What we like about Victory Diversified Stock A (SRVEX) Fund

Data for Victory Diversified Stock A Fund (SRVEX) as of May 30, 2016

  • Victory Diversified Stock A Fund (SRVEX) management has been with Victory Diversified Stock A Fund for 30.5 years
  • Victory Diversified Stock A Fund (SRVEX) ratio of up-years vs down years is greater than 2
  • Victory Diversified Stock A Fund (SRVEX) is less volatile than its peers as it has a 3-year Standard Deviation of 11.63, lower than category average of 11.67

Victory Diversified Stock A Fund (SRVEX) Weakness What we are cautious about Victory Diversified Stock A (SRVEX) Fund

Data for Victory Diversified Stock A Fund (SRVEX) as of May 30, 2016

  • Victory Diversified Stock A Fund (SRVEX) has a less-than-ideal short-term performance (1-year return -3.41% vs -1.15% Large Blend category median performance)
  • Victory Diversified Stock A Fund (SRVEX) has a less-than-ideal mid-term performance (3-year return 7.25% vs 9.43% Large Blend category median performance)
  • Victory Diversified Stock A Fund (SRVEX) has a less-than-ideal Long-term performance (5-year return 8.39% vs 10.15% Large Blend category median performance)
  • Victory Diversified Stock A Fund (SRVEX) has a Morningstar rating of 3 and below
  • Victory Diversified Stock A Fund (SRVEX) is less safe compared to its Large Blend peers
  • Victory Diversified Stock A Fund (SRVEX) has an annual stock turnover rate of 74.00% that is higher than the Large Blend average of 53.12%. This could mean Victory Diversified Stock A is more nimble, but also signal potential high tax impact and high trading fees
  • Victory Diversified Stock A Fund (SRVEX) has a higher expense ratio of 1.09% than its Large Blend average of 1.02%
  • Victory Diversified Stock A Fund (SRVEX) carries a 5.75% load
See Victory Diversified Stock A Fund (SRVEX) performance details as of May 30, 2016

 

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Compare Victory Diversified Stock A Fund (SRVEX)Compare with other top Large Blend category mutual funds

Aadditional top Large Blend mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Victory Diversified Stock A-0.31-3.417.258.39
Bright Rock Quality Large Cap Instl (BQLCX)7.755.9810.4611.67Compare
Fidelity Spartan Total Market Index F (FFSMX)3.370.1410.4511.10Compare
Voya Russell Large Cap Index Port S2 (IRLUX)2.551.2910.3911.09Compare

See top fund managers for Large Blend Category Funds

 

Compare Victory Diversified Stock A Fund (SRVEX)Compare with Large Blend category ETFs

Some Large Blend ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim Russell Top 50 Mega Cap ETF (XLG)3.23%4.23%10.80%
ProShares Large Cap Core Plus (CSM)4.27%2.27%11.72%
iShares Russell Top 200 (IWL)2.28%1.75%11.00%
Vanguard Mega Cap ETF (MGC)3.22%1.57%10.85%
iShares Core S&P 500 (IVV)3.54%1.57%10.97%

 

Graph of Victory Diversified Stock A Fund (SRVEX) Net Asset TrackingVictory Diversified Stock A (SRVEX) Fund Net Asset

Track net asset change of Victory Diversified Stock A fund (SRVEX)

DateNet Asset
05/2016$794.69M
03/2016$847.13M
02/2016$819.30M
More historic net asset information on Victory Diversified Stock A Fund (SRVEX)

  

Graph of Victory Diversified Stock A Fund (SRVEX) Portfolio TrackingVictory Diversified Stock A (SRVEX) Fund Portfolio Allocation

Track portfolio allocation change of Victory Diversified Stock A fund (SRVEX)

DateCashStockBondOther
03/20162.93%97.07%0%0%
12/20151.65%98.35%0%0%
09/20151.08%98.92%0%0%
Click here to see more historic asset allocation information on Victory Diversified Stock A Fund (SRVEX)

 

graph of Victory Diversified Stock A Fund (SRVEX) Top 10 Position TrackingTop 10 Holdings in Victory Diversified Stock A (SRVEX) Fund

Discover what Victory Diversified Stock A Fund (SRVEX) manager is buying

Mar 30, 2016
General Electric Company Common [4.61%]
Schlumberger N.V. Common Stock [4.18%]
Alphabet Inc. [3.73%]
Apple Inc. [3.73%]
Philip Morris International Inc [3.6%]
Verizon Communications Inc. Com [3.29%]
Coca-Cola Company (The) Common [3.19%]
CVS Health Corporation Common S [3.18%]
EMC Corporation Common Stock [3.15%]
Occidental Petroleum Corporatio [3.09%]

Dec 30, 2015
Citigroup, Inc. Common Stock [4.64%]
General Electric Company Common [4.2%]
Alphabet Inc. [3.79%]
Schlumberger N.V. Common Stock [3.7%]
Bank of America Corporation Com [3.68%]
Apple Inc. [3.48%]
CVS Health Corporation Common S [3.21%]
Bank of New York Mellon Corpora [3.14%]
EMC Corporation Common Stock [2.98%]
United Parcel Service, Inc. Com [2.95%]

Sep 29, 2015
Citigroup, Inc. Common Stock [4.4%]
Google [4.4%]
EMC Corporation Common Stock [3.12%]
H&R Block, Inc. Common Stock [3.1%]
Progressive Corporation (The) C [3.04%]
General Electric Company Common [3.01%]
Cisco Systems, Inc. [2.97%]
Bank of New York Mellon Corpora [2.92%]
Bank of America Corporation Com [2.84%]
Wal-Mart Stores, Inc. Common St [2.75%]
Click here for Stock Holding Change Map in Victory Diversified Stock A Fund (SRVEX)

  

Latest News on Victory Diversified Stock A (SRVEX) Fund

See what is happening with Victory Diversified Stock A Fund (SRVEX)

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Victory Diversified Stock A Fund (SRVEX) Related ResourcesSee more information on Victory Diversified Stock A (SRVEX) Fund

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