Mutual Fund Insights: Victory Diversified Stock A Fund (SRVEX)

In-depth Analysis of Victory Diversified Stock A Fund (SRVEX)

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See Victory Diversified Stock A Fund (SRVEX) performance details as of February 28, 2010

  

Last Trade: $14.43 on 3/19/2010, Change: -0.12 (-0.82%)

Experiment our closing price forecasting tool for Victory Diversified Stock A Fund (SRVEX) (alpha release)

  

Fund Manager - Lawrence G. M. Babin

Fund Manager Tenure: 20.4 years
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)

Lawrence G. M. Babin is a chief investment officer and senior managing director with Victory Capital Management, his employer since 1982. Prior to joining the company, Lawrence G. M. Babin spent six years in the investment business. Lawrence G. M. Babin holds the Chartered Financial Analyst designation.  Get more insights on Lawrence G. M. Babin

  

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

Data for Victory Diversified Stock A Fund (SRVEX) as of February 28, 2010

• Victory Diversified Stock A Fund (SRVEX) management has been with Victory Diversified Stock A Fund for 20.4 years
• Victory Diversified Stock A Fund (SRVEX) has good Long-term performance (5-year return 1.69% vs 0.31 % Large Blend category average)
• Victory Diversified Stock A Fund (SRVEX) ratio of up-years vs down years is greater than 2
• Victory Diversified Stock A Fund (SRVEX) has a Morningstar rating of 4 and above
• Victory Diversified Stock A Fund (SRVEX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.34, lower than category average of 20.62
• Victory Diversified Stock A Fund (SRVEX) has a lower management fee than its Large Blend average: 1.07% vs 1.11%

  

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

Data for Victory Diversified Stock A Fund (SRVEX) as of February 28, 2010

• Victory Diversified Stock A Fund is a focused fund with 34.25% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Victory Diversified Stock A Fund (SRVEX) has a less-than-ideal short-term performance (1-year return 50.19% vs 53.54 % Large Blend category average)
• Victory Diversified Stock A Fund (SRVEX) has a less-than-ideal mid-term performance (3-year return -4.08% vs -5.77 % Large Blend category average)
• Victory Diversified Stock A Fund (SRVEX) has an annual stock turnover rate of 104.00% that is higher than the Large Blend average of 79.86%. 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) carries a 5.75% load

See Victory Diversified Stock A Fund (SRVEX) performance details as of February 28, 2010

  

  

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Victory Diversified Stock A Fund (SRVEX) Net Asset

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

Date	Net Asset
02/2010	$4.06B
01/2010	$3.39B
11/2009	$3.46B

More historic net asset information on Victory Diversified Stock A Fund (SRVEX)

  

Victory Diversified Stock A Fund (SRVEX) Portfolio Allocation

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

Date	Cash	Stock	Bond	Other
09/2009	1.58%	98.43%	0%	0%
06/2009	6.25%	93.75%	0%	0%
03/2009	5.06%	94.94%	0%	0%

Click here to see more historic asset allocation information on Victory Diversified Stock A Fund (SRVEX)

  

Most Recent Top 10 Holdings in Victory Diversified Stock A Fund (SRVEX)

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

30-Sep-09 SCHLUMBERGER LTD [4.24%] LOWES COMPANIES [4.02%] HALLIBURTON CO [3.69%] E M C CP [3.43%] UNITED PARCEL SVC [3.04%] NUCOR CP [2.86%] Intel Corporation [2.85%] CVS CAREMARK CP [2.78%] The Charles Schwab Corporation [2.73%] ALCON INC [2.7%]

30-Jun-09 SCHLUMBERGER LTD [4.13%] LOWES COMPANIES [3.7%] WAL MART STORES [3.27%] E M C CP [3.08%] HALLIBURTON CO [3.01%] UNITED PARCEL SVC [2.9%] Charles Schwab Corporation (The [2.89%] CVS CAREMARK CP [2.88%] Intel Corporation [2.86%] NUCOR CP [2.66%]

31-Mar-09 LOWES COMPANIES [4.79%] WAL MART STORES [4.43%] SCHLUMBERGER LTD [3.79%] TARGET CP [3.59%] Microsoft Corporation [3.52%] CVS CAREMARK CP [3.37%] Oracle Corporation [3.34%] The Charles Schwab Corporation [3.19%] UNITED PARCEL SVC [3.03%] JOHNSON AND JOHNS DC [2.85%]

Click here for Stock Holding Change Map in Victory Diversified Stock A Fund (SRVEX)

  

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Latest News on Victory Diversified Stock A (SRVEX)

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See more information on Victory Diversified Stock A Fund (SRVEX)

• Victory Diversified Stock A Fund Insights
• Victory Diversified Stock A Fund Performance Data
• Victory Diversified Stock A Fund News
• Victory Diversified Stock A Fund Score Explaination
• Victory Diversified Stock A Fund Manager Information
• Historic Victory Diversified Stock A Fund Asset Allocation Report
• Historic Victory Diversified Stock A Fund Top 10 Holding Tracking
• Historic Victory Diversified Stock A Fund Asset Under Management Tracking