About FUNYX
Victory Pioneer Fundamental Growth Fund Class Y is a mutual fund focused on seeking long-term capital growth through investments primarily in large-cap growth stocks. The fund maintains a policy of investing at least 80% of its net assets in equities, targeting companies characterized by rapid earnings, sales, and cash flow growth, as well as higher price valuations and lower dividend yields. Its portfolio emphasizes sectors such as technology, consumer cyclical, financial services, and healthcare, with notable holdings in leading firms including Microsoft, Amazon.com, Apple, and Eli Lilly and Co. Fidelity to its growth mandate means the fund typically allocates a substantial portion of assets to companies in rapidly expanding industries. With a portfolio turnover rate of approximately 15% and an institutional share class structure, it is designed for investors seeking exposure to the performance potential of large-cap growth equities over the long term. The fund has demonstrated competitive historical returns relative to its benchmark and peers, while its risk profile has generally been characterized as below average for its category.
Fund Family Victory Capital Management Inc.
Category Large Growth
Performance Rating Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol FUNYX
Share Class Class Y
Index Russell 1000 Growth TR
FUNYX had a total return of 7.96% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.87%.
