Victory Diversified Stock Fund Quote
| SRVEX Fund | USD 20.64 0.26 1.28% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Victory Diversified is trading at 20.64 as of the 29th of April 2024; that is 1.28% increase since the beginning of the trading day. The fund's open price was 20.38. Victory Diversified has about a 20 % 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. Equity ratings for Victory Diversified Stock are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of March 2024 and ending today, the 29th of April 2024. Click here to learn more.
The Adviser pursues the funds investment objective by investing, under normal circumstances, at least 80 percent of its assets in common stock, which includes securities convertible or exchangeable into common stock traded on U.S. exchanges. Victory Diversified is traded on NASDAQ Exchange in the United States.. More on Victory Diversified Stock
Moving together with Victory Mutual Fund
| 0.89 | UINQX | Usaa Nasdaq 100 | PairCorr |
| 0.66 | UITIX | Usaa Tax Exempt | PairCorr |
Victory Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Victory Diversified's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Victory Diversified or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Victory Capital Funds, Large Growth Funds, Large Blend Funds, Large Blend, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | October |
Victory Diversified Stock [SRVEX] is traded in USA and was established 29th of April 2024. Victory Diversified is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Large Blend category and is part of Victory Capital family. This fund at this time has accumulated 277.98 M in assets with no minimum investment requirementsVictory Diversified Stock is currently producing year-to-date (YTD) return of 7.62% with the current yeild of 0.0%, while the total return for the last 3 years was 8.9%.
Check Victory Diversified Probability Of Bankruptcy
Instrument Allocation
Top Victory Diversified Stock Mutual Fund Constituents
| SPY | SPDR SP 500 | Etf | Large Blend |
| PG | Procter Gamble | Stock | Consumer Staples |
| BMY | Bristol Myers Squibb | Stock | Health Care |
| HD | Home Depot | Stock | Consumer Discretionary |
| INTC | Intel | Stock | Information Technology |
| LOW | Lowes Companies | Stock | Consumer Discretionary |
| JPM | JPMorgan Chase Co | Stock | Financials |
Victory Diversified Target Price Odds Analysis
Based on a normal probability distribution, the odds of Victory Diversified jumping above the current price in 90 days from now is about 50.85%. The Victory Diversified Stock probability density function shows the probability of Victory Diversified mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Victory Diversified has a beta of 0.1286. This usually implies as returns on the market go up, Victory Diversified average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Victory Diversified Stock will be expected to be much smaller as well. Additionally, victory Diversified Stock has an alpha of 0.0404, implying that it can generate a 0.0404 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Victory Diversified to move above the current price in 90 days from now is about 50.85 (This Victory Diversified Stock probability density function shows the probability of Victory Mutual Fund to fall within a particular range of prices over 90 days) .
Victory Diversified Stock Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Victory Diversified market risk premium is the additional return an investor will receive from holding Victory Diversified long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Victory Diversified. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Victory Diversified's alpha and beta are two of the key measurements used to evaluate Victory Diversified's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.6721 | |||
| Semi Deviation | 0.687 | |||
| Standard Deviation | 0.8356 | |||
| Variance | 0.6982 |
Victory Diversified Against Markets
Picking the right benchmark for Victory Diversified mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Victory Diversified mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Victory Diversified is critical whether you are bullish or bearish towards Victory Diversified Stock at a given time. Please also check how Victory Diversified's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Victory Diversified without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Victory Mutual Fund?
Before investing in Victory Diversified, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Victory Diversified. To buy Victory Diversified fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Victory Diversified. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Victory Diversified fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Victory Diversified Stock fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Victory Diversified Stock fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Victory Diversified Stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Victory Diversified Stock?
The danger of trading Victory Diversified Stock is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Victory Diversified is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Victory Diversified. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Victory Diversified Stock is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Victory Diversified Stock. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in income. Note that the Victory Diversified Stock information on this page should be used as a complementary analysis to other Victory Diversified's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the ETF Categories module to list of ETF categories grouped based on various criteria, such as the investment strategy or type of investments.