VSOIX Rating, Research - Victory Small Company Opportunity I

Victory Small Company Opportunity I (vsoix)

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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
%
%
%
%
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Geographic Allocation (% of Port)

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

HOLD

SWOT Statistics

Strengths + Opportunities = 16

Threats + Weaknesses = 10

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

Fund Management Team

Fund Description Update

Victory Small Company Opportunity I (VSOIX) Description: VSOIX is a mutual fund, which is an investment that owns a basket of assets. The VSOIX 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. VSOIXs minimum initial investment amount is $2500000 while the IRA minimum is $2500000. VSOIXs expense ratio is roughly 1%. The latest VSOIXs front end load was 0% and the back end load was 0%. The Victory Small Company Opportunity I (VSOIX) mutual fund falls under the small value category. VSOIX focuses its investments in USA and VSOIX is not affiliated with a particular industry or fund sector. The Victory Small Company Opportunity I (VSOIX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find VSOIXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of VSOIXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks high total return with a secondary objective of principal preservation. The fund primarily invests in a combination of Fidelity domestic equity funds, international equity funds, bond funds, and short-term funds using a moderate asset allocation strategy designed for investors expecting to retire around the year 2035. It uses 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 2035).


Management Analysis Update


Performance Analysis Update