July 16, 2024

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Victory Money Receives A few 2021 United States Refinitiv Lipper Fund Awards

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SAN ANTONIO–(Enterprise WIRE)–Victory Funds Holdings, Inc. (NASDAQ: VCTR) (“Victory Capital” or the “Company”) right now introduced that it has received three prestigious 2021 US Refinitiv Lipper Fund Awards based on possibility-adjusted returns for the period of time finished November 30, 2020.



2021 Refinitiv Lipper Award

Victory Significant Yield Fund, Y


Significant Produce

(out of 102 cash)

5 Yrs

Victory Floating Charge Fund, Y


Personal loan Participation

(out of 55 funds)

3 Several years

Victory Floating Rate Fund, Y


Mortgage Participation

(out of 51 resources)

5 Many years

“We are honored to have several money regarded by Refinitiv Lipper, which include our Victory Floating Amount Fund receiving the award for equally the a few- and the five-calendar year periods and the Victory Large Yield Fund staying identified for the second consecutive 12 months,” said Mannik S. Dhillon, President, Victory Funds Options. “These awards are reflective of our motivation to persistently produce superb, prolonged-term danger-adjusted returns to our fund shareholders.”

The Victory Large Yield Fund invests primarily in U.S.-dependent corporate bonds and financial debt securities rated down below financial investment grade in an exertion to present larger stages of cash flow and a lot less sensitivity to curiosity price variations than most other fastened revenue investments. The Fund may perhaps also hold pick out floating price financial loans and other investments in domestic or foreign issuers.

The Victory Floating Rate Fund seeks to supply a higher degree of existing cash flow by investments mainly in floating amount financial loans and other floating rate investments. Most of the Fund’s investments will usually be underneath investment decision quality. The investment decision staff considers a number of aspects such as the issuer’s credit score good quality, administration, cash framework, leverage, operational efficiency, and the business outlook for the market of the issuer.

The Refinitiv Lipper Fund Awards, granted annually, highlight money and fund corporations that have excelled in delivering continuously solid chance-adjusted performance relative to their friends. The Refinitiv Lipper Fund Awards are dependent on the Lipper Chief for Constant Return ranking, which is a threat-modified general performance evaluate calculated above 36, 60 and 120 months. The fund with the maximum Lipper Leader for Steady Return (Productive Return) worth in every single eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. While Refinitiv Lipper can make acceptable endeavours to guarantee the precision and dependability of the facts contained herein, the precision is not assured by Refinitiv Lipper.

Victory Significant Produce Fund Course Y was picked from between 102 cash and 375 share courses in the substantial produce fund category over 5 years for the period of time ending November 30, 2020. Victory Floating Charge Fund Course Y was chosen from among the 55 resources and 222 share courses in the personal loan participation fund class about a few several years and among the 51 funds and 195 share courses in the financial loan participation fund classification about 5 a long time for the interval ending November 30, 2020.

About Victory Capital

Victory Capital is a diversified world-wide asset administration business with $150.6 billion in property under management as of February 28, 2021. The Enterprise operates a future-generation small business product combining boutique financial investment attributes with the added benefits of a absolutely built-in, centralized running and distribution system.

Victory Money offers specialized investment tactics to establishments, intermediaries, retirement platforms and specific buyers. With 10 autonomous Investment decision Franchises and a Methods Platform, Victory Money features a extensive array of investment decision models and financial commitment vehicles including, actively managed mutual resources, separately managed accounts, lively ETFs, multi-asset class approaches, tailor made-designed answers and a 529 Higher education Savings Plan.

For extra info, be sure to go to www.vcm.com or adhere to us: Twitter and LinkedIn

Course Y Shares are out there only to select traders see the Fund’s prospectus for information and information on other share courses.

Carefully look at a fund’s financial commitment targets, threats, fees and expenses just before investing. To attain a prospectus or summary prospectus containing this and other vital info, visit www.vcm.com/prospectus. Read through it cautiously just before investing.

All investing consists of threat, which include potential loss of principal. There is no promise that the Fund will accomplish its targets. Earlier performance does not assurance potential final results.

Set money securities are matter to interest fee, inflation, credit history and default danger. The bond market place is unstable. Bonds and bond money will decrease in value as fascination costs rise and vice versa. Credit score danger refers to the possibility that personal debt issuers may possibly not be equipped to make principal and interest payments or could have their financial debt downgraded by ratings organizations. High generate securities may be additional risky, be topic to better stages of credit score or default chance and may well be considerably less liquid and extra tricky to offer at an useful time or price tag than larger rated securities of comparable maturity. Securities with floating desire fees are a lot less delicate to interest fee variations but might decline in worth if their interest charges do not increase as a lot as interest fees in normal. Floating amount investments issued in relationship with leveraged transactions are issue to larger credit rating hazard than several other investments. In specified situations, a lack of a ready industry may well make it difficult for the Fund to buy or offer individual investments in just a reasonable time and/or at a fair cost. Worldwide investments could require threat of money loss from unfavorable fluctuation in currency values, from dissimilarities in normally recognized accounting principles or from economic or political instability in other nations. Derivatives may well not operate as supposed and may possibly final result in losses. The benefit of your expenditure is also matter to geopolitical pitfalls this kind of as wars, terrorism, environmental disasters, and general public well being crises the hazard of engineering malfunctions or disruptions and the responses to this kind of functions by governments and/or personal providers.

Park Avenue Institutional Advisers LLC is the sub adviser to the Fund. The Fund is dispersed by Victory Funds Products and services, Inc. (“VCS”). Victory Cash Administration Inc. (“VCM”), an affiliate of VCS, is the financial commitment advisor to the Cash. Neither VCS nor VCM are affiliated with Park Avenue Institutional Advisers LLC.

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