VICIX Mutual Fund

VICIX Mutual Fund

NAV$18.83
See how much of VICIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Dec 31, 2025

Net Assets
$224M
Expense Ratio
0.95%
Dividend Yield (Current)
3.41%
Holdings
51
Inception Date
Aug 31, 2007
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly
SEC 30-Day Yield
PRO

Performance

YTD+3.70%
1 Year+5.76%
3 Year+7.62%
5 Year+3.68%
10 Year+7.71%

Asset Allocation

Stocks: 32.58%
Bonds: 67.42%
See how much of VICIX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
-Bank Of America Corp Pfd5.14%
APO.PAApollo Global Management Preferred Stock 07/26 6.755.04%
WFC.PRLWells Fargo & Co., Class A, Series L, Conv. Pfd.5.00%
UBER 0.875 12/01/28 Uber Technologies Inc 0.88% Dec 01, 20284.90%
BACR 1 02/16/29 MSFTBarclays Bank Plc, Series Msft4.11%
Top 10 Concentration: 42.98%Report Date: Dec 31, 2025
Download all 51 holdings for VICIX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
3.41%
Frequency
Quarterly
Latest Distribution
$1.38
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

VICIX Mutual Fund Overview

VICIX Mutual Fund (Victory Investment Grade Convertible Fund I Shares) is managed by Victory Capital Management Inc. with $224.4M in net assets. VICIX expense ratio is 0.95%, holding 51 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2007-08-31.

VICIX performance shows a YTD return of 3.70%. The 1-year return is 5.76% and the 5-year return is 3.68%. VICIX dividend yield stands at 3.41%, paid quarterly.

VICIX top holdings include Bank Of America Corp Pfd (5.1%), Apollo Global Management Preferred Stock 07/26 6.75 (5.0%), Wells Fargo & Co., Class A, Series L, Conv. Pfd. (5.0%), Uber Technologies Inc 0.88% Dec 01, 2028 (4.9%), Barclays Bank Plc, Series Msft (4.1%). Go to all VICIX holdings, VICIX sectors, or VICIX dividends.

VICIX can be compared against other funds. Use VICIX overlap to find shared positions, or VICIX vs another fund for a side-by-side view. VICIX alternatives are available via the screener, along with tax-loss harvesting opportunities.