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Victory Strategic Allocation Fund Class C (0P000036IS)
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Victory Strategic Allocation Fund Class C
18.410
+0.080
+0.44%
- Overview
- Profile
- Historical Data
- Holdings
0P000036IS Overview
On this page you'll find an in-depth profile of Victory Strategic Allocation Fund Class C. Learn about the key management, total assets, investment strategy and contact information of 0P000036IS among other information.
Investment Strategy
The investment seeks to provide income and long-term growth of capital. The fund is a "fund of funds", which means it pursues its investment objective by investing primarily in other investment companies, including exchange-traded funds ("ETFs") ("underlying funds"). It will typically invest in affiliated underlying funds advised by the Adviser. The fund will invest at least 40% of its net assets in underlying funds that will provide the fund with exposure to equity securities and at least 30% of its net assets in underlying funds that will provide the fund with exposure to fixed income securities.
Contact Information
Address
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Phone
210-694-9700
Web
www.vcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kelly S. Cliff | President | 2015 | Now |
| Biography | Kelly S. Cliff has been the President, Investment Franchises of Victory since 2014. Prior to joining Victory, Mr. Cliff spent 22 years with Callan Associates, most recently serving as the chief investment officer of public markets and co-lead of the Global Manager Research Group. Mr. Cliff is a CFA and CAIA charterholder. | ||
| Heidi L. Adelman | CIO (Chief Investment Officer) | 2013 | 2015 |
| Biography | Heidi Adelman is the CIO and lead portfolio manager of INCORE’s Short Government strategy. She is responsible for all asset-, commercial-, and mortgage-backed securities in taxable fixed income portfolios. She is also the lead portfolio manager on government and securitized-only portfolios. The Victory Short Government team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise. Ms. Adelman joined Victory Capital in 1996 with two years prior investment experience. Before joining the firm, she held positions within KeyCorp in the audit, asset management compliance, and money market asset management areas. Ms. Adelman holds a Bachelor of Science from The Ohio State University. | ||
| Lawrence G. Babin | Co-CIO (Chief Investment Officer) | 2003 | 2015 |
| Biography | Babin is a Co-Chief Investment Officer and senior managing director with Victory Capital Management, his employer since 1982. Prior to joining the company, he spent six years in the investment business. Babin holds the Chartered Financial Analyst designation. | ||
| Ernest C. Pelaia | Assistant Vice President | 2010 | 2013 |
| Biography | Mr. Pelaia is the CIO and Lead Portfolio Manager of Victory's Passive Investments strategy. He is responsible for portfolio management for all of Victory’s Passive Investment strategies, both fixed income and equities. In addition, he has experience with risk management for Taxable Fixed Income portfolios, specifically quantitative interest rate and credit sector risk management, and is the government sector specialist for Taxable Fixed Income strategies. Mr. Pelaia joined Victory in 1999 following 8 years prior investment experience. Prior to joining Victory, he served as an Assistant Vice President and Trader for KeyCorp’s Funds and Investment Management Department. Mr. Pelaia holds a Bachelor of Arts in Business Economics from The College of Wooster. | ||
| Cynthia G. Koury | Senior Managing Director | 2004 | 2011 |
| Biography | Ms. Koury is a Senior Portfolio Manager and Senior Managing Director with the Adviser and has been associated with the Adviser or an affiliate since 1996. | ||
| Craig E. Ruch | Managing Director | 2007 | 2010 |
| Biography | Ruch is a Senior Portfolio Manager and Managing Director with Victory Capital and has been associated with it since 2005. He was a portfolio manager with Credit Suisse Asset from February 2004 to April 2005, and prior to that, Ruch worked as a senior trader. Ruch holds the Chartered Financial Analyst designation. | ||
| Thomas M. Seay | CIO, Senior Portfolio Manager, Senior Managing Director | 2004 | 2007 |
| Biography | Seay is a CIO of fixed income investments with Victory Capital Management, Inc. He is also a senior portfolio manager and senior managing director with it. Seay joined the firm and its affiliate in 1998. He has 19 years prior investment experience. | ||
| G. Patrick Dunkerley | Portfolio Manager | 2006 | 2007 |
| Biography | Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 25 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain. | ||
| Paul D. Danes | Managing Director | 2003 | 2004 |
| Biography | Paul Danes, CFA- Paul Danes is the former co-Chief Investment Officer and senior portfolio manager of Diversified Equity Management’s Diversified Equity strategy. Paul was a member of the portfolio management team for the Victory Diversified Equity strategy, a large-company, domestic equity strategy/fund. This team managed over $10 billion in common, collective, and mutual funds as well as individual portfolios for corporations, endowments and foundations and nonprofit institutions. He is a graduate of Arizona State University with a Bachelor’s degree in Finance, and received his MBA from The Ohio State University in 1987. He has 29 years of investment experience, including 27 with Victory Capital Management or its predecessors where he has been both an equity securities analyst, portfolio manager, and Chief Investment Officer. | ||
| Richard T. Heine | Managing Director | 1993 | 2004 |
| Biography | Heine is a portfolio manager and managing director with Victory Capital Management. He has been associated with Victory Capital Management or its affiliates since 1976. Heine is a Chartered Financial Analyst and a member of the Cleveland Society of Security Analysts. | ||
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