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Fund Intelligence | Best Managers | VFGRX Insights | VFGRX Score | VFGRX Performance | VFGRX Manager | VFGRX News | VFGRX Allocation | VFGRX Holdings Change

Mutual Fund Insights: Victory Large Cap Growth R Fund (VFGRX)

In-depth Analysis of Victory Large Cap Growth R Fund (VFGRX)

Mutual fund chart: Victory Large Cap Growth R Fund (VFGRX)

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See Victory Large Cap Growth R Fund (VFGRX) performance details as of February 28, 2010

  

    Last Trade: $12.68 on 3/19/2010, Change: -0.09 (-0.7%)
Experiment our closing price forecasting tool for Victory Large Cap Growth R Fund (VFGRX) (alpha release)

  

Fund ManagerFund Manager - Michael B. Koskuba

Fund Manager Tenure: 1.1 years   [Similar Funds: VFGAX  VFGCX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Michael B. Koskuba has been a managing director of Victory NewBridge since July 2003. From 1999 to July 2003, Michael B. Koskuba was a portfolio manager/analyst of NewBridge Partners, LLC.  Get more insights on Michael B. Koskuba

  

What we like about Victory Large Cap Growth R Fund (VFGRX) What we like about Victory Large Cap Growth R Fund (VFGRX)

Data for Victory Large Cap Growth R Fund (VFGRX) as of February 28, 2010

  • Victory Large Cap Growth R Fund (VFGRX) has good Long-term performance (5-year return 1.87% vs 1.34 % Large Growth category average)
  • Victory Large Cap Growth R Fund (VFGRX) ratio of up-years vs down years is greater than 2
  • Victory Large Cap Growth R Fund (VFGRX) has an annual stock turnover rate of 92.00% vs Large Growth average of 109.62%. It is good that Victory Large Cap Growth R management does not trade extensively for its return.
  • Victory Large Cap Growth R Fund (VFGRX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.2, lower than category average of 21.35

  

What we are cautious about Victory Large Cap Growth R Fund (VFGRX) What we are cautious about Victory Large Cap Growth R Fund (VFGRX)

Data for Victory Large Cap Growth R Fund (VFGRX) as of February 28, 2010

  • Victory Large Cap Growth R Fund (VFGRX) management has been with Victory Large Cap Growth R Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
  • Victory Large Cap Growth R 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 R Fund (VFGRX) has a less-than-ideal short-term performance (1-year return 47.29% vs 51.46 % Large Growth category average)
  • Victory Large Cap Growth R Fund (VFGRX) has a less-than-ideal mid-term performance (3-year return -3.14% vs -3.50 % Large Growth category average)
  • Victory Large Cap Growth R Fund (VFGRX) has a Morningstar rating of 3 and below
  • Victory Large Cap Growth R Fund (VFGRX) has a higher management fee of 1.65% than its Large Growth average of 1.33%
  • Even though Victory Large Cap Growth R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Victory Large Cap Growth R Fund (VFGRX) performance details as of February 28, 2010

  

  

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Victory Large Cap Growth R Fund (VFGRX) Net Asset

Track net asset change of Victory Large Cap Growth R fund (VFGRX)

DateNet Asset
02/2010$80.17M
01/2010$720.00K
11/2009$710.00K
More historic net asset information on Victory Large Cap Growth R Fund (VFGRX)

  

Victory Large Cap Growth R Fund (VFGRX) Portfolio Allocation

Track portfolio allocation change of Victory Large Cap Growth R fund (VFGRX)

DateCashStockBondOther
09/20094.78%95.22%0%0%
06/20095.95%94.04%0%0%
03/20096.86%93.14%0%0%
Click here to see more historic asset allocation information on Victory Large Cap Growth R Fund (VFGRX)

  

Most Recent Top 10 Holdings in Victory Large Cap Growth R Fund (VFGRX)

Discover what Victory Large Cap Growth R Fund (VFGRX) 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 R Fund (VFGRX)

  

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