Victory Strategic Allocation Fund Quote

SBALX Fund  USD 20.06  0.08  0.40%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Victory Strategic is trading at 20.06 as of the 16th of December 2024; that is 0.4% down since the beginning of the trading day. The fund's open price was 20.14. Victory Strategic has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 16th of November 2024 and ending today, the 16th of December 2024. Click here to learn more.
The fund is a fund of funds, which means it pursues its investment objective by investing primarily in other investment companies, including exchange-traded funds . It will typically invest in affiliated underlying funds advised by the Adviser. The fund will invest at least 40 percent of its net assets in underlying funds that will provide the fund with exposure to equity securities and at least 30 percent of its net assets in underlying funds that will provide the fund with exposure to fixed income securities.. More on Victory Strategic Allocation

Moving together with Victory Mutual Fund

  0.64UINQX Usaa Nasdaq 100PairCorr
  0.62SRVEX Victory Diversified StockPairCorr

Victory Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Blend Funds, World Allocation Funds, World Allocation, Victory Capital, Large Blend, World Allocation (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Victory Strategic Allocation [SBALX] is traded in USA and was established 16th of December 2024. Victory Strategic is listed under Victory Capital category by Fama And French industry classification. The fund is listed under World Allocation category and is part of Victory Capital family. This fund at this time has accumulated 25.37 M in assets with no minimum investment requirementsVictory Strategic is currently producing year-to-date (YTD) return of 13.08% with the current yeild of 0.02%, while the total return for the last 3 years was 4.12%.
Check Victory Strategic Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Victory Strategic Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Victory Strategic Allocation Mutual Fund Constituents

CBHIXVictory Cemp MarketMutual FundEquity Market Neutral
CILVictoryShares International VolatilityEtfForeign Large Blend
CSAVictoryShares Small CapEtfSmall Blend
MISIXVictory Trivalent InternationalMutual FundForeign Small/Mid Blend
MMEYXVictory Integrity DiscoveryMutual FundSmall Value
MUCRXVictory Incore TotalMutual FundIntermediate Core Bond
RGGYXVictory Rs GlobalMutual FundWorld Large-Stock Blend
RSERXVictory Sophus EmergingMutual FundDiversified Emerging Mkts
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Victory Strategic Risk Profiles

Victory Strategic Against Markets

Other Information on Investing in Victory Mutual Fund

Victory Strategic financial ratios help investors to determine whether Victory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Victory with respect to the benefits of owning Victory Strategic security.
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