Victory Small Company Opportunity A (ssgsx)
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Asset Allocation (% of Port)
Geographic Allocation (% of Port)
Australia + Pacific Islands
Fund Management Survey
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Fund Description Update
Victory Small Company Opportunity A (SSGSX) Description: SSGSX is a mutual fund, which is an investment that owns a basket of assets. The SSGSX mutual fund was provided by Victory and this investment vehicle derives the majority of its value from equity holdings (stocks). Victorys mutual fund has a long management tenure and is in the average fund size classification. SSGSXs minimum initial investment amount is $2500 while the IRA minimum is $1000. SSGSXs expense ratio is roughly 2%. The latest SSGSXs front end load was 6% and the back end load was 0%. The Victory Small Company Opportunity A (SSGSX) mutual fund falls under the small value category. SSGSX focuses its investments in USA and SSGSX is not affiliated with a particular industry or fund sector. The Victory Small Company Opportunity A (SSGSX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find SSGSXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of SSGSXs research report features technical analysis and long term investment potential.
This investment vehicle seeks high total return; capital appreciation is a secondary objective. The fundses a moderate asset allocation strategy designed for investors expecting to retire around the year 2040. It normally invests in combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds. The fundses an asset allocation strategy that becomes increasingly conservative until it reaches 15% in domestic equity funds, 5% in international equity funds, 40% in bond funds, and 40% in short-term funds (approximately 10 to 15 years after the year 2040).