Morningstar

Victory Capital Mutual Funds

View all of Victory Capital’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

Victory Capital Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

Share Class Type

1 to 25 of 35 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
Victory Core Plus Intermediate Bond FundUSIBXIntermediate Core-Plus Bond—5.31%350.660%Above AverageNo Load$3,000
Victory Core Plus Intermediate Bond R6URIBXIntermediate Core-Plus Bond—5.49%270.420%AverageRetirement, Large$0
Victory Core Plus Intermediate BondInstlUIITXIntermediate Core-Plus Bond—5.49%280.570%HighInstitutional$1.0 Mil
Victory Government SecuritiesUSGNXIntermediate Government4.16%280.530%AverageNo Load$3,000
Victory Government Securities InstUIGSXIntermediate Government4.25%150.420%AverageInstitutional$1.0 Mil
Victory Government Securities R6URGSXIntermediate Government4.28%120.370%Below AverageRetirement, Large$0
Victory Growth and Tax StrategyUSBLXModerately Conservative Allocation—12.71%40.510%Below AverageNo Load$3,000
Victory Growth and Tax Strategy AUGTAXModerately Conservative Allocation—12.40%50.830%Below AverageFront Load$2,500
Victory Growth and Tax Strategy InsUGTIXModerately Conservative Allocation—12.65%50.540%Below AverageInstitutional$1.0 Mil
Victory Investment Grd Convert MbSBFMXConvertibles9.97%131.100%HighNo Load$3,000
Victory NASDAQ-100 IndexUSNQXLarge Growth18.04%690.420%LowNo Load$3,000
Victory Nasdaq 100 Index R6URNQXLarge Growth18.18%680.290%LowRetirement, Large$0
Victory RS Global ARSGGXGlobal Large-Stock Blend20.20%40.850%LowFront Load$2,500
Victory RS Global CRGGCXGlobal Large-Stock Blend19.49%71.600%Below AverageLevel Load$2,500
Victory RS Global RRGGKXGlobal Large-Stock Blend19.96%61.100%Below AverageRetirement, Medium$0
Victory RS Global R6RGGRXGlobal Large-Stock Blend20.48%40.550%LowRetirement, Large$0
Victory RS Global YRGGYXGlobal Large-Stock Blend20.40%40.600%LowInstitutional$1.0 Mil
Victory RS International YRSIGXForeign Large Blend13.48%170.880%Above AverageInstitutional$1.0 Mil
Victory RS Partners ARSPFXSmall Value13.18%61.330%Above AverageFront Load$2,500
Victory RS Partners MemberRSPMXSmall Value13.38%61.130%AverageNo Load$3,000
Victory RS Partners RRSPKXSmall Value12.88%71.690%HighRetirement, Medium$0
Victory RS Partners R6RPPRXSmall Value13.58%40.890%Above AverageRetirement, Large$0
Victory RS Partners YRSPYXSmall Value13.52%40.940%AverageInstitutional$1.0 Mil
Victory Short Term Bond R6URSBXShort-Term Bond—6.08%60.330%Below AverageRetirement, Large$0
Victory Short-Term BondUSSBXShort-Term Bond—5.89%80.590%AverageNo Load$3,000

Victory Capital Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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