About CVKFX
Victory Pioneer Disciplined Value Fund Class R6 is an actively managed mutual fund with a primary objective of long-term capital growth. The fund invests predominantly in equity securities issued by large-cap U.S. companies, focusing on those that are considered undervalued based on rigorous quantitative and qualitative analysis. Its strategy emphasizes stocks trading at lower price ratios and those with relatively higher dividend yields, capturing opportunities in sectors such as financials, industrials, health care, information technology, and energy.
The fund is structurally classified within the large value category, seeking exposure to well-established businesses with stable earnings but modest growth rates. Holdings are diversified, with major allocations to financial institutions like JPMorgan Chase, Bank of America, and Goldman Sachs, as well as leaders in health care, technology, and energy. Management leverages disciplined research and portfolio construction to maintain risk-adjusted returns and control expense ratios.
By prioritizing investments in undervalued firms with solid fundamentals, Victory Pioneer Disciplined Value Fund Class R6 plays a significant role in the broader market by providing investors access to value-oriented equity strategies, supporting diversification and long-term wealth accumulation.
Fund Family Victory Capital Management Inc.
Category Large Value
Performance Rating Below Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CVKFX
Share Class Class R6
Index Russell 1000 Value TR
CVKFX had a total return of 19.00% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.78%.
