VSVGX Mutual Fund

NAV$24.96

Fund Essentials

Net Assets
$7M
Expense Ratio
1.70%
Dividend Yield (Current)
15.37%
Holdings
74
Inception Date
Dec 21, 1999
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD-5.62%
1 Year+19.91%
3 Year+13.15%
5 Year+22.18%
10 Year+11.15%

Asset Allocation

Stocks: 97.96%
Other: 2.04%

Price Chart (6M)

Loading chart data...

Top Holdings

View All →
TickerNameWeight
Download all 74 holdings for VSVGX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
15.37%
Frequency
Annually
Latest Distribution
$5.72
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
See how VSVGX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch price
First 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.

VSVGX Mutual Fund Overview

VSVGX Mutual Fund (Victory Special Value Fund Class R) is managed by Victory Capital Management Inc. with $6.6M in net assets. VSVGX expense ratio is 1.70%, holding 74 positions across various sectors. Inception date: 1999-12-21.

VSVGX performance shows a YTD return of -5.62%. The 1-year return is 19.91% and the 5-year return is 22.18%. VSVGX dividend yield stands at 15.37%, paid annually.

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

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