VSPIX Mutual Fund

NAV$28.67

Fund Essentials

Net Assets
$2M
Expense Ratio
1.15%
Dividend Yield (Current)
13.39%
Holdings
74
Inception Date
Aug 31, 2007
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-5.50%
1 Year+19.08%
3 Year+13.31%
5 Year+22.53%
10 Year+11.54%

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)
13.39%
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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VSPIX Mutual Fund Overview

VSPIX Mutual Fund (Victory Special Value Fund Class I) is managed by Victory Capital Management Inc. with $1.6M in net assets. VSPIX expense ratio is 1.15%, holding 74 positions across various sectors. Inception date: 2007-08-31.

VSPIX performance shows a YTD return of -5.50%. The 1-year return is 19.08% and the 5-year return is 22.53%. VSPIX dividend yield stands at 13.39%, paid annually.

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

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