Victory Pioneer Select Mid Cap Growth Fund Class C (GOFCX)

Overview

The described fund focuses on investing primarily in equity securities of mid-size companies, aiming to manage a diversified portfolio with a significant allocation to equities while retaining the flexibility to invest a portion of its assets in debt securities, REITs, and international markets. The approach includes a considerable emphasis on investing in companies that are seen to offer growth potential, balanced by strategic investments outside the mainstream U.S. equity market to manage risk and seek opportunities for return. The investment strategy indicates a mix of direct equity investments, flexibility in asset allocation between equity and debt, and attention to opportunities in the REIT sector and international markets, aligning with investors who are looking for growth with a moderate approach to risk management.

Products and Services

• Equity Securities of Mid-Size Companies

Focuses on investing at least 80% of its net assets in the equity securities of mid-size companies. This is targeted at investors looking for growth opportunities in sectors that might be more dynamic or offer more potential for expansion than larger, more established companies.

• Debt Securities Investment

Allocates up to 20% of its total assets in debt securities, balancing the investment approach by incorporating assets that can offer steady income and lower volatility compared to equities.

• REIT Investments

Allows for up to 20% of its net assets to be invested in Real Estate Investment Trusts (REITs), which could give investors exposure to the real estate market without the need to directly buy property, potentially offering dividends alongside capital appreciation.

• Non-U.S. Issuers

Offers the chance to invest up to 20% of its total assets in securities of non-U.S. issuers, enabling diversification outside the U.S. This is suitable for investors looking to tap into growth opportunities in international markets.

• Initial Public Offerings (IPOs)

Provides the opportunity to invest in initial public offerings of equity securities. This can attract investors interested in potentially high-growth investments, as newly public companies might offer rapid expansion opportunities.