Victory Pioneer Disciplined Value Fund Class R6 (CVKFX)

Overview

This fund focuses on investing primarily in equity securities of U.S. issuers, encompassing a wide range of financial instruments such as common stocks and preferred stocks, among others. The fund's investment strategy is not limited by market capitalization, allowing it to invest in issuers of various sizes. Additionally, it does not restrict its investments to any specific industry or market sector, maintaining a flexible approach towards investment selection. The fund may also choose to concentrate its investments in a relatively small number of securities, potentially less than 40, illustrating a selective investment strategy that aims for quality over quantity.

Products and Services

• Equity Securities

  Investments in a broad range of equity securities, including common stocks and preferred stocks of U.S. issuers. These investments form the core of the fund's portfolio, aiming to capitalize on the growth potential of these equity instruments.

• Investment in Other Investment Companies

  The fund may invest in securities of other investment companies that predominantly focus on equity securities. This strategy can provide diversified exposure to a wide array of equities without directly purchasing stocks.

• Depositary Receipts

  Investment in depositary receipts, such as American Depositary Receipts (ADRs), allows the fund to hold shares in foreign companies, providing an international dimension to its investment portfolio.

• Warrants and Rights

  The fund may invest in warrants and rights, which are securities granting the holder the right to purchase equity securities at a specific price. This approach can potentially leverage market opportunities and enhance returns.

• Real Estate Investment Trusts (REITs)

  Equity interests in REITs are also considered for investment. REITs invest in real estate and allow the fund to gain exposure to the real estate market indirectly, diversifying its investment portfolio.

• Market Capitalization Flexibility

  The fund's ability to invest in issuers of any market capitalization, from small-cap to large-cap companies, ensures a broad investment horizon and the flexibility to capitalize on opportunities across the entire market spectrum.

• Industry and Market Sector Flexibility

  There is no limitation on investing in securities from any industry or market sector, affording the fund the capability to pursue investment opportunities in various sectors of the economy as they arise.

• Selective Investment Strategy

  The possibility of investing in fewer than 40 securities indicates a highly selective and concentrated investment strategy, focusing on identifying and investing in high-potential opportunities.