Commerce Policy | Period Ending June 30, 2020. Like many of its peers, this fund has a hefty stake in financial services companies. United States. Call 800-235-8396 for performance data current to the most recent month-end. The Fund invests its assets in equity securities of companies that are considered to be undervalued. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable UVALX’s performance objective and investment process is for both security selection and portfolio construction. Quotes delayed at least 15 minutes. When autocomplete results are available use up and down arrows to review and enter to select. Record-low yields mean financial advisors must look beyond traditional investments to mitigate risk. Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds. USAA Value Fund. Taken together, these factors resulted in a rebound in risk sentiment that allowed U.S. equities to post their strongest quarterly return in more than two decades as gauged by the S&P 500, with the majority of gains occurring in April and May. Click here for more on how to use these ratings. Use of this website constitutes acceptance of the Best Funds Terms and Conditions of Use. Click here for more on how to use these ratings. With the exception of a few companies, such as American Express and SLM Corporation, this fund's financial picks have struggled. Income investors face a challenging market with record-low yields. The best retirement funds offer investors both income and growth for a secure tomorrow. As of June 29, 2020, the fund has assets totaling almost $906.34 million invested in 180 different holdings. Like all stock funds, this one comes with some risks. their past ratings decisions, and the data used to support those decisions. TAMPs are turnkey asset management platforms that let you outsource investment management tasks. On the monetary front, the Federal Reserve signaled that it expected to leave its benchmark overnight lending rate at zero at least well into 2022. There is no assurance the objective(s) will be met. As of September 23, 2020, the fund has assets totaling almost $904.23 million invested in 186 different holdings. Past performance is no guarantee of future results. On the monetary front, the Federal Reserve signaled that it … Volitility measures reflect the uncertainty or risk of change in a security`s value. Its portfolio consists primarily of shares of large companies. 4900 Tiedeman Road These funds fit investors who want a simple approach and leave the management to a pro. performance. Victory Capital Management uses quantitative analysis to identify companies that meet one of the following criteria: trade at attractive valuations and/or are high quality as measured by strong and stable profitability. With well over 100 holdings, this fund is quite diversified. USAA Value's diversified, low-turnover approach has paid off. Investors are more interested in investing in the pharmaceutical industry in 2020. Aug 03, 2001. USAA Mutual Funds are distributed by Victory Capital Services, Inc., member FINRA, an affiliate of Victory Capital. I would like to receive free Advisor Practice Management Guides, the U.S. News Advisor Weekly newsletter, and occasional updates regarding the U.S. News Advisor Directory. The People Pillar is our evaluation of the UVALX management team’s experience and ability. Learn how you can invest in the stock market. In particular, Citigroup and Bank of America have been dragging down the fund's performance. Foxconn Technology's net profit beats forecasts, Wix.com's net loss widens despite higher revenue, Deutsche Telekom lifts guidance as revenue rises, Zurich Insurance written premiuims rise 3%, Siemens profit beats expectations, issues guidance, Merck KGaA lifts adjusted earnings guidance, Nestle names new head of strategic business units. Victory Capital Management does not give financial, tax or legal advice, and nothing contained herein should be construed as such advice. Entering the quarter, investors were encouraged by the extraordinary level of support from policy makers to the U.S. economy in response to the COVID-19 pandemic. Environmental, social and corporate governance mutual funds let investors do good while growing wealth. Currency. The Fund seeks long-term growth of capital. (Fund performance for the quarter and various other time periods, as well as fund expenses, can be viewed here.). 2020 outlooks for fixed income and where advisors can turn for yield. Registration on or use of this site constitutes acceptance of our, MML Series Investment Fund Income & Growth Fund Service Class, JPMorgan Intrepid Value Fund Class C Shares, MFS Blended Research Value Equity Fund Class R2. Asset Allocation Top Instruments Asset Allocation Top Sectors Asset Allocation Top Countries The Russell 3000 Value Index advanced 14.55% for the quarter. Victory Capital. Meanwhile, it has also managed to stay ahead of the pack in 2011. The fund has returned -9.35 percent over the past year and -1.31 percent over the past three years.

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