VETAX Rating, Research - Victory Established Value A

Victory Established Value A (vetax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 45

Threats + Weaknesses = 34

When strengths & opportunities substantially exceed threats & weaknesses an investment in the vetax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Victory Established Value A (VETAX) Description: VETAX is a mutual fund, which is an investment that owns a basket of assets. The VETAX 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. VETAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. VETAXs expense ratio is roughly 1%. The latest VETAXs front end load was 6% and the back end load was 0%. The Victory Established Value A (VETAX) mutual fund falls under the mid-cap value category. VETAX focuses its investments in USA and VETAX is not affiliated with a particular industry or fund sector. The Victory Established Value A (VETAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VETAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VETAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund invests primarily in equity securities (see equity research) of companies with substantial natural resource assets. It invests at least 80% of assets in companies with substantial natural resource assets or in securities whose value is related to the market value of some natural resource asset. The fund normally invests in a portfolio consisting of companies in a variety of natural resource related sectors, such as energy, chemicals, oil, gas, paper, mining, steel or agricultural products. It may concentrate its investments in one or more of these sectors. The funds non-diversified.

Management Analysis Update

Victory Established Value A's executives / managers make better investing decisions, because their assets are invested along side their client's.

Performance Analysis Update