Victory Cornerstone Conservative Fund
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Fund Information
Fund Type
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Inception Date
Open/Closed to New Investors
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Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
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NAV
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Company Information
Provider
Victory Capital
Manager/Tenure
(Years)
(Years)
Lance Humphrey (9), Mannik S. Dhillon (6), Lela Dunlap (3)
Website
Address
Victory Capital Management Inc.
San Antonio TX - 78256
San Antonio TX - 78256
Country
United States
Phone Number
210-694-9700
Investment Strategy
The investment seeks current income; the fund also considers the potential for capital appreciation. The fund's principal investment strategy is to invest its assets in a selection of affiliated mutual funds and exchange-traded funds ("ETFs") ("underlying affiliated funds") consisting of a target asset class allocation of approximately 20% equity securities and 80% fixed-income securities. This is often referred to as a fund-of-funds investment strategy. The actual asset class allocation can deviate from time to time from these targets as market conditions warrant. It may invest in investment-grade and below-investment-grade fixed-income securities.