About RIVCX
Victory RS Investors Fund Class C is a mutual fund designed to achieve long-term capital appreciation by investing in equity securities considered undervalued by its investment team. The fund employs a fundamental, value-driven investment approach, targeting companies across the small-, mid-, and large-cap spectrum. Its portfolio is distinctly focused, typically holding between 20 and 40 positions, which allows for concentrated bets on durable businesses with strong management teams. While it primarily invests in U.S. companies, the fund maintains the flexibility to allocate assets globally, providing international diversification when appropriate. The fund seeks to identify companies that are out-of-favor or misunderstood, leveraging a return on invested capital (ROIC) framework to guide selection. Classified within the mid-cap blend category, Victory RS Investors Fund Class C is intended for investors aiming for risk-adjusted growth through disciplined equity exposure, and it tends to hold fewer securities than many other diversified funds, resulting in a more focused portfolio strategy.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RIVCX
Share Class Class C
Index Russell 3000 Value TR
RIVCX had a total return of 9.65% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.16%.
