SSVSX Mutual Fund

NAV$27.76

Fund Essentials

Net Assets
$18M
Expense Ratio
1.37%
Dividend Yield (Current)
13.82%
Holdings
74
Inception Date
Dec 3, 1993
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD-5.54%
1 Year+19.18%
3 Year+13.16%
5 Year+22.36%
10 Year+11.38%

Asset Allocation

Stocks: 97.96%
Other: 2.04%

Price Chart (6M)

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Top Holdings

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Dividend Summary

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Dividend Yield (Current)
13.82%
Frequency
Annually
Latest Distribution
$5.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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Category rank, peer-average returns and outperformance, updated daily.
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SSVSX Mutual Fund Overview

SSVSX Mutual Fund (Victory Special Value Fund Class A) is managed by Victory Capital Management Inc. with $17.9M in net assets. SSVSX expense ratio is 1.37%, holding 74 positions across various sectors. Inception date: 1993-12-03.

SSVSX performance shows a YTD return of -5.54%. The 1-year return is 19.18% and the 5-year return is 22.36%. SSVSX dividend yield stands at 13.82%, paid annually.

SSVSX top holdings include a diversified portfolio. View all SSVSX holdings, sector breakdown, or dividend history.

SSVSX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SSVSX alternatives are available via the screener, along with tax-loss harvesting opportunities.