About USISX
Victory Income Stock Fund is a mutual fund designed to provide investors with current income, a growing stream of dividend distributions, and the potential for capital appreciation. It primarily focuses on investing at least 80% of its assets in common stocks, with a particular emphasis on companies that regularly pay dividends. At least 65% of the fund's assets are typically allocated to dividend-paying stocks, ensuring a steady income component for shareholders. While the fund invests mostly in U.S.-based companies, it also has the flexibility to allocate up to 20% of its assets to foreign and emerging market securities, broadening its diversification.
The fund operates within the large value category and targets established firms across key sectors, such as financial services, healthcare, technology, consumer defensive, industrials, and energy. Through this diversified approach, the Victory Income Stock Fund plays a significant role as a core holding for investors seeking a blend of income and long-term growth. Its strategy and holdings are well-suited for those looking to benefit from the stability and income potential of large-cap, value-oriented equities within the broader equity market.
Fund Family Victory Capital Management Inc.
Category Large Value
Performance Rating Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol USISX
Share Class Shares
Index Russell 1000 Value TR
USISX had a total return of 25.40% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.91%.
