Mutual Fund Insights: Victory Large Cap Growth A Fund (VFGAX)

In-depth Analysis of Victory Large Cap Growth A Fund (VFGAX)

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See Victory Large Cap Growth A Fund (VFGAX) performance details as of January 31, 2010

  

Last Trade: $12.99 on 3/17/2010, Change: +0.07 (0.54%)

Experiment our closing price forecasting tool for Victory Large Cap Growth A Fund (VFGAX) (alpha release)

  

Fund Manager - Erick F. Maronak

Fund Manager Tenure: 6.2 years   [Similar Funds: VFGCX  VFGRX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

Maronak is managing director and chief investment officer for NewBridge Partners, LLC since July 2003. Prior to joining NewBridge he was a portfolio manager at United States Trust Company of New York.  Get more insights on Erick F. Maronak

  

 What we like about Victory Large Cap Growth A Fund (VFGAX)

Data for Victory Large Cap Growth A Fund (VFGAX) as of January 31, 2010

• Victory Large Cap Growth A Fund (VFGAX) management has been with Victory Large Cap Growth A Fund for 6.2 years
• Victory Large Cap Growth A Fund (VFGAX) has good short-term performance (1-year return 39.10% vs 35.76% Large Growth category average)
• Victory Large Cap Growth A Fund (VFGAX) has good mid-term performance (3-year return -4.81% vs -5.20% Large Growth category average)
• Victory Large Cap Growth A Fund (VFGAX) has good Long-term performance (5-year return 1.82% vs 0.87% Large Growth category average)
• Victory Large Cap Growth A Fund (VFGAX) ratio of up-years vs down years is greater than 2
• Victory Large Cap Growth A Fund (VFGAX) has an annual stock turnover rate of 92.00% vs Large Growth average of 109.93%. It is good that Victory Large Cap Growth A management does not trade extensively for its return.
• Victory Large Cap Growth A Fund (VFGAX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.16, lower than category average of 21.28

  

 What we are cautious about Victory Large Cap Growth A Fund (VFGAX)

Data for Victory Large Cap Growth A Fund (VFGAX) as of January 31, 2010

• Victory Large Cap Growth A Fund is a focused fund with 45.83% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Victory Large Cap Growth A Fund (VFGAX) has a Morningstar rating of 3 and below
• Victory Large Cap Growth A Fund (VFGAX) is less safe compared to its Large Growth peers
• Victory Large Cap Growth A Fund (VFGAX) does not have a good risk adjusted return as its 3-year Alpha of 2.42 is worse than category average of 2.46, and its 3-year Sharpe ratio is -0.22
• Victory Large Cap Growth A Fund (VFGAX) has a higher management fee of 1.40% than its Large Growth average of 1.33%
• Victory Large Cap Growth A Fund (VFGAX) carries a 5.75% load

See Victory Large Cap Growth A Fund (VFGAX) performance details as of January 31, 2010

  

  

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Victory Large Cap Growth A Fund (VFGAX) Net Asset

Track net asset change of Victory Large Cap Growth A fund (VFGAX)

Date	Net Asset
01/2010	$71.96M
11/2009	$68.90M
10/2009	$63.47M

More historic net asset information on Victory Large Cap Growth A Fund (VFGAX)

  

Victory Large Cap Growth A Fund (VFGAX) Portfolio Allocation

Track portfolio allocation change of Victory Large Cap Growth A fund (VFGAX)

Date	Cash	Stock	Bond	Other
09/2009	4.78%	95.22%	0%	0%
06/2009	5.95%	94.04%	0%	0%
03/2009	6.86%	93.14%	0%	0%

Click here to see more historic asset allocation information on Victory Large Cap Growth A Fund (VFGAX)

  

Most Recent Top 10 Holdings in Victory Large Cap Growth A Fund (VFGAX)

Discover what Victory Large Cap Growth A Fund (VFGAX) manager is buying

30-Sep-09 Cognizant Technology Solutions [5.58%] Apple Inc. [5.46%] Celgene Corporation [4.53%] Gilead Sciences, Inc. [4.26%] Google Inc. [4.09%] Teva Pharmaceutical Industries [4.06%] QUALCOMM Incorporated [3.84%] GOLDMAN SACHS GRP [3.53%] SCHLUMBERGER LTD [3.51%] Amazon.com, Inc. [3.44%]

30-Jun-09 Apple Inc. [5.52%] Gilead Sciences, Inc. [5.1%] Teva Pharmaceutical Industries [4.97%] Google Inc. [4.28%] Celgene Corporation [3.71%] Cognizant Technology Solutions [3.7%] Charles Schwab Corporation (The [3.53%] QUALCOMM Incorporated [3.51%] Amazon.com, Inc. [3.4%] MASTERCARD [3.4%]

31-Mar-09 Apple Inc. [5.35%] Gilead Sciences, Inc. [4.95%] MASTERCARD INC [4.69%] MONSANTO COMPANY [4.66%] Celgene Corporation [4.64%] CVS CAREMARK CP [4.55%] Google Inc. [4.43%] QUALCOMM Incorporated [4.16%] Teva Pharmaceutical Industries [4.02%] LOWES COMPANIES [3.9%]

Click here for Stock Holding Change Map in Victory Large Cap Growth A Fund (VFGAX)

  

Related books and products to Victory Large Cap Growth A Fund (VFGAX)

  

Latest News on Victory Large Cap Growth A (VFGAX)

See what is happening with Victory Large Cap Growth A Fund (VFGAX)

[video] Stock Wrap; The Real Story, February 24 (at TheStreet.com) See more news on Victory Large Cap Growth A Fund (VFGAX)

 

Books and Resources

 

 

See more information on Victory Large Cap Growth A Fund (VFGAX)

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