The information on this site is intended only for institutional investors and consultants to separately managed account investors. It is not intended for use by or distribution to members of the general public. The information on this site is for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. The information on this site is published without regard to the investment objective, financial situation or specific needs of any particular investor. The information on this site is intended for U.S. residents only and is not intended for investors in any jurisdiction in which distribution or purchase is not authorized.

Please confirm that you have read and agree to the terms above.

Thank you for your interest in Victory Capital Management. To download this document, please complete the registration form below. You will only need to complete this form one time to access site content.






  • Victory Capital may use my email to send out periodic news, announcements, and product information.

*All fields are required
Submit

Investment Approach

Victory’s Diversified Stock fund seeks to provide long-term growth of capital by pursuing a blended investment strategy (large cap core). We have the flexibility to purchase both value and growth stocks in an effort to produce consistent, positive returns across all market cycles.

Philosophy & Process

Consistent returns can be achieved by investing primarily in undervalued large capitalization stocks that possess a catalyst which will cause the value to be realized. This is achieved by constructing a well-diversified portfolio that combines both a top-down and bottom-up methodology and avoids excessive sector and security concentrations.
{{::item.name}}
{{::category }} N/A {{::item.data[categoryIndex] | number}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::item.name}}
{{::category}} {{::item.data[categoryIndex] | number}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::item.name}}
{{::category }} {{::item.data[categoryIndex] | number:2}}
Class {{::item.name}}
{{::info.category}} {{::info.itemData | number}} {{::netRatio[categoryIndex].itemData | number}}

Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. To obtain performance information current to the most recent month end, please call 1-800-539-FUND or visit www.vcm.com.

Class A Shares MOP performance figures reflect a maximum sales charge of 5.75%.
Class C Shares are not subject to an initial sales charge, but are subject to a deferred sales charge of 1.00% on shares redeemed within the first year. Class C Shares MOP performance for periods less than 1 year reflect the effect of the 1.00% CDSC.
Class I, R6 and Y Shares are not subject to an initial sales charge when purchased, a contingent deferred sales charge or Rule 12b-1 fees.
Class I, R, R6 and Y Shares are available only to select investors as described in the Fund’s prospectus. Please read the Prospectus for information on the eligibility requirements to purchase Class I, R, R6 and Y Shares.
Class R Shares are not subject to an initial sales charge or a contingent deferred sales charge, but have a Rule 12b-1 fee.

The Adviser has contractually agreed to waive a portion of its management fee and/or reimburse certain expenses through at least February 28, 2018. The Adviser is permitted to recoup fees waived/expenses reimbursed for up to 3 years after the fiscal year in which the waiver/reimbursement took place, subject to certain limitations. Please read the prospectus for details.

Benchmark
S&P 500®: An unmanaged cap-weighted index of 500 publicly traded stocks; value varies with the aggregate value of the common equity of each of the 500 companies. This index does not include the effect of expenses or sales charges, is not representative of any specific fund or product and cannot be invested in directly.

Risk Measures
Alpha is a risk (beta adjusted) measurement of the dif­ference between a fund’s actual returns and what it might be expected to deliver based on its level of risk. Beta measures a fund’s sensitivity to market movements. Sharpe Ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. R-squared is a statistical measurement that determines the proportion of the return on a specific portfolio of securities, that can be explained by variations in the stock market, as measured by a benchmark index. Standard deviation is a statistical measure of volatility indicating the risk associated with a return series. The information ratio is a measure of the consistency of excess return. Source: Zephyr StyleADVISOR.

An investor should consider the fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800.539.FUND (1.800.539.3863). Please read the prospectus carefully before investing.

Fund policies may be subject to change.
These Funds may not be available for sale in all states. Contact your investment advisor concerning if/how you can purchase these Funds.

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Find out more about the background of this firm on FINRA's BrokerCheck.

Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 

  • not FDIC insured
  • no bank guarantee
  • may lose value

Please read the User Agreement and Privacy Policy.

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info}}
View Quarterly Holdings Total % of Portfolio: {{::portfolioPercent}}%
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number:2}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number:2}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number:2}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} 100.00
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}}
{{::info | number:2}}
N/A
(As of {{::asOf | date:"M/dd/yy"}}) {{::item.name}}
{{::category }} {{::item.data[categoryIndex] | number}}
(As of {{::asOf | date:"M/dd/yy"}}) {{::category}}
{{::item.name}} {{::info | number}}

Top Ten Holdings, Sector Diversification and Regional Weightings
The top ten holdings, sector diversification and regional weightings are presented to illus­trate examples of the Fund’s investments and may not be representative of the Fund’s current or future investments. Fund holdings are as of quarter end and may change at any time. Source: FactSet Research Systems, Inc.

Characteristics
Weighted harmonic average is the average market capitalization of all companies in a portfolio with each company weighted according to its percent of the portfolio. Market capitalization is the total dollar value of all outstanding shares computed as number of shares times current market price. Avg Price/Earnings Ratio (Last 12 Months & Next 12 Months) Shows the multiple of earnings at which a stock sells. Determined by dividing current stock price by earnings per share for the relevant 12 month period. Earnings per share for the P/E ratio are determined by dividing earnings for the relevant 12 month period by the number of common shares outstanding. Average Price/Book Ratio: Compares a stock’s market value to the value of total assets less total liabilities (book value). Dividend yield is total cash dividends paid as a percent of market capitalization at the end of the period. The yield for the index is the total of all dividends paid over twelve months divided by the total market capitalization. Return on Equity is net income divided by common equity. A measure of how well a company used reinvested earnings to generate additional earnings. EPS is the portion of a company's profit allocated to each outstanding share of common stock. Earnings per share serves as an indicator of a company's profitability. Long-Term Debt/Capitalization is an indicator of financial leverage. Shows long-term debt as a proportion of the capital available. Determined by dividing long-term debt by the sum of long-term debt, preferred stock and common stockholder's equity. Source: FactSet Research Systems, Inc.

Target metrics reflect our stated goals and are not absolute limits as these are affected by various factors like market fluctuations.
Percentage allocations listed above may not sum to 100% due to rounding methodology.

An investor should consider the fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800.539.FUND (1.800.539.3863). Please read the prospectus carefully before investing.

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Find out more about the background of this firm on FINRA's BrokerCheck.

Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 

  • not FDIC insured
  • no bank guarantee
  • may lose value

Please read the User Agreement and Privacy Policy.

Lawrence Babin, CFA, Co-Chief Investment Officer - Diversified Equity, Senior Portfolio Manager

Lawrence Babin is a co-Chief Investment Officer and senior portfolio manager of Diversified Equity Management’s Diversified Equity strategy. He is the portfolio manager for common, collective, and mutual funds as well as portfolios for corporations, public funds, Taft-Hartley plans, endowments, foundations, health care organizations, and nonprofits managed in the diversified style. Diversified Equity Management is a Victory Capital investment franchise.

He joined Victory Capital in 1982 with five years prior investment experience. Before joining the firm, Mr. Babin held positions as a security analyst, investment analyst, and portfolio manager for Detroit Bank & Trust, Joseph Miller & Russell, and H.I. Glass. Mr. Babin is a recognized expert in the financial markets and has been featured or quoted in publications and media outlets such as Barron’s, Dow Jones News, Financial Advisor, Kiplinger’s, and The Wall Street Journal. He has a 20-year established track record of providing large cap core clients with strong returns while managing risk.

Mr. Babin earned a Bachelor of Science from The Wharton School of the University of Pennsylvania and a Master of Business Administration from the University of Michigan. Additionally, he is a CFA charterholder.


Paul Danes,CFA -Co-Chief Investment Officer -Diversified Equity Senior Portfolio Manager

Paul Danes is a co-Chief Investment Officer and senior portfolio manager of Diversified Equity Management’s Diversified Equity strategy. Mr. Danes is a member of the portfolio management team for the Victory Diversified Equity strategy. This team manages common, collective, and mutual funds as well as individual portfolios for corporations, endowments and foundations, health care organizations, and nonprofit institutions. Diversified Equity Management is a Victory Capital investment franchise.

He joined Victory Capital in 1987 with two years prior investment experience. Previously, he served as portfolio manager for several mid cap funds and individual client portfolios. Mr. Danes was an equity research analyst and managed Victory Capital’s Mid Cap Core strategy before becoming a full-time member of the Diversified Equity team.

Frequently asked for his outlook on specific securities and the equity markets, Mr. Danes has appeared in a variety of publications and media outlets including the Associated Press, Bloomberg News, CBS, CNBC, Dow Jones News, MarketWatch, The Wall Street Journal, and The Washington Post.

Mr. Danes holds a Bachelor of Science from Arizona State University and a Master of Business Administration from The Ohio State University. Additionally, he is a CFA charterholder.


Carolyn Rains, CFA, Portfolio Manager/Analyst

Carolyn Rains is a portfolio manager/analyst with Diversified Equity Management’s Diversified Equity strategy. She is a member of the Diversified Equity portfolio management team with sector coverage responsibilities on the Energy, Consumer Staples, and Health Care sectors. Previously she served as a portfolio manager on the Real Estate Equity team. Diversified Equity Management is a Victory Capital investment franchise.

She joined Victory Capital in 1998 with four years prior investment experience. Before beginning her tenure with the firm, she served as a research associate for McDonald Investments and worked in the credit risk management division for Chase Manhattan Bank.

Ms. Rains has been quoted in publications such as The Wall Street Transcript. She is also a frequent presenter to prospects and clients interested in the Diversified Equity strategy.

Ms. Rains holds a Bachelor of Science in Business Administration from Bowling Green State University and a Master of Business Administration from Cleveland State University. Additionally, she is a CFA charterholder

Martin Shagrin, Portfolio Manager/Analyst

Martin Shagrin is a portfolio manager/analyst with Diversified Equity Management’s Diversified Equity strategy. He is a member of the Diversified Equity portfolio management team and helps to manage the strategy on a day-to-day basis with sector responsibilities on the Energy, Technology, and Consumer Discretionary sectors. Prior to joining the Diversified Equity team on a dedicated basis in 2007, Mr. Shagrin was an equity research analyst in support of multiple Victory Capital strategies. Diversified Equity Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with five years prior investment experience. Before joining the firm, Mr. Shagrin was an equity research analyst for Kingdon Capital in New York. Mr. Shagrin has been a frequent contributor and guest commentator on securities which fall under his area of expertise. He has been quoted in such publications and media outlets as The Asian Wall Street Journal, the Associated Press, Bloomberg News, Bloomberg TV, Dow Jones News, Reuters, TheStreet.com, and The Wall Street Journal.

He holds a Bachelor of Science in Business Administration from The Ohio State University and a Master of Business Administration from Case Western Reserve University.

 

Thomas Uutala, CFA, Portfolio Manager/Analyst

Thomas Uutala is a portfolio manager/analyst with Diversified Equity Management’s Diversified Equity strategy. He is a member of the Diversified Equity portfolio management team where he helps support and manages the strategy on a day-to-day basis, including sector responsibility on the Energy, Industrials, Materials, and Consumer Discretionary sectors. Diversified Equity Management is a Victory Capital investment franchise.

He joined Victory Capital in 2005 with four years of prior investment experience. Before joining Diversified Equity, Mr. Uutula was a research analyst for Victory Capital. He has been quoted in a variety of publications and media outlets including the Associated Press, Bloomberg News, Bloomberg Radio, Dow Jones News, BusinessWeek, and Reuters. Prior to his tenure with the firm, Mr. Uutala worked on a convertible arbitrage desk for Stark Investments and also worked for Crabel Capital Management. 

Mr. Uutala holds a Bachelor of Science from Marquette University and a Master of Science from the University of Wisconsin where he participated in the Applied Security Analysis Program (ASAP). He is a CFA charterholder.

Fees & Expenses

Annual Fund Operating Expenses

{{::category}}
{{::item.name}} {{::info | percentage:2}}

Minimum Investment

{{::category}}
{{::item.name}} {{::info | currency}}

Calculate Expenses

Amount Invested($):
Calculate
Please enter a valid numeric value
{{::category}}
{{::item.name}} {{::info | currency}}
Investment Approach

Victory’s Diversified Stock fund seeks to provide long-term growth of capital by pursuing a blended investment strategy (large cap core). We have the flexibility to purchase both value and growth stocks in an effort to produce consistent, positive returns across all market cycles.

Philosophy & Process

Consistent returns can be achieved by investing primarily in undervalued large capitalization stocks that possess a catalyst which will cause the value to be realized. This is achieved by constructing a well-diversified portfolio that combines both a top-down and bottom-up methodology and avoids excessive sector and security concentrations.
Investment Considerations

Equity securities (stocks) are more volatile and carry more risk than other forms of investments, including investments in high-grade fixed income securities. The net asset value per share of this Fund will fluctuate as the value of the securities in the portfolio changes.

Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. To obtain performance information current to the most recent month end, please call 1-800-539-FUND or visit www.vcm.com.

An investor should consider the fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800.539.FUND (1.800.539.3863). Please read the prospectus carefully before investing.

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Find out more about the background of this firm on FINRA's BrokerCheck.

Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services.

Annualized Returns

{{::category}}
{{::item.name}} N/A {{::info | number:2}}

Risk Measures

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number:2}}

Calendar Year Returns

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number}}

Annual Expenses

(As of 03/01/2017)

{{::category}}
Gross Expense Ratio (%) {{::info.itemData | number}}
Net Expense Ratio (%) {{::info.itemData | number}}

Past performance does not guarantee future results. The performance data quoted represents past performance and current returns may be lower or higher. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. To obtain performance information current to the most recent month end, please call 1-800-539-FUND or visit www.vcm.com.

Class A Shares MOP performance figures reflect a maximum sales charge of 5.75%.
Class C Shares are not subject to an initial sales charge, but are subject to a deferred sales charge of 1.00% on shares redeemed within the first year. Class C Shares MOP performance for periods less than 1 year reflect the effect of the 1.00% CDSC.
Class I, R6 and Y Shares are not subject to an initial sales charge when purchased, a contingent deferred sales charge or Rule 12b-1 fees.
Class I, R, R6 and Y Shares are available only to select investors as described in the Fund’s prospectus. Please read the Prospectus for information on the eligibility requirements to purchase Class I, R, R6 and Y Shares.
Class R Shares are not subject to an initial sales charge or a contingent deferred sales charge, but have a Rule 12b-1 fee.

The Adviser has contractually agreed to waive a portion of its management fee and/or reimburse certain expenses through at least February 28, 2018. The Adviser is permitted to recoup fees waived/expenses reimbursed for up to 3 years after the fiscal year in which the waiver/reimbursement took place, subject to certain limitations. Please read the prospectus for details.

Benchmark
S&P 500®: An unmanaged cap-weighted index of 500 publicly traded stocks; value varies with the aggregate value of the common equity of each of the 500 companies. This index does not include the effect of expenses or sales charges, is not representative of any specific fund or product and cannot be invested in directly.

Risk Measures
Alpha is a risk (beta adjusted) measurement of the dif­ference between a fund’s actual returns and what it might be expected to deliver based on its level of risk. Beta measures a fund’s sensitivity to market movements. Sharpe Ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. R-squared is a statistical measurement that determines the proportion of the return on a specific portfolio of securities, that can be explained by variations in the stock market, as measured by a benchmark index. Standard deviation is a statistical measure of volatility indicating the risk associated with a return series. The information ratio is a measure of the consistency of excess return. Source: Zephyr StyleADVISOR.

An investor should consider the fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800.539.FUND (1.800.539.3863). Please read the prospectus carefully before investing.

Fund policies may be subject to change.
These Funds may not be available for sale in all states. Contact your investment advisor concerning if/how you can purchase these Funds.

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Find out more about the background of this firm on FINRA's BrokerCheck.

Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 

  • not FDIC insured
  • no bank guarantee
  • may lose value

Please read the User Agreement and Privacy Policy.

Top {{::series.length}} Holdings

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info}}
View Quarterly Holdings Total % of Portfolio: {{::portfolioPercent}}%

Characteristics

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number}}

Regional Diversification

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number:2}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}

Sector Diversification

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number:2}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}

Country Diversification

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number:2}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}

Asset Allocation

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number}}
{{::cashObj.name}} {{::cashInfo | number:2}}
{{::etfObj.name}} {{::etfInfo | number:2}}
loading

Characteristics

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}}
{{::info | number:2}}
N/A
loading

Characteristics

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info}}
loading

Characteristics

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number}}
loading

Duration Schedule (%)

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number}}
loading

Quality Structure (%)

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}}

GNMA securities are backed by the same full faith and credit guarantee offered by U.S. Treasury securities which is an unconditional commitment to pay interest and principal on debt. This guarantee applies only to the underlying securities in the Fund and not to the Victory Fund for Income.

100.00
loading

Average Life Structure (%)

(As of {{::asOf | date:"M/dd/yy"}})

loading

Quality Structure (%)

(As of {{::asOf | date:"M/dd/yy"}})

{{::category}}
{{::item.name}} {{::info | number}}

Top Ten Holdings, Sector Diversification and Regional Weightings
The top ten holdings, sector diversification and regional weightings are presented to illus­trate examples of the Fund’s investments and may not be representative of the Fund’s current or future investments. Fund holdings are as of quarter end and may change at any time. Source: FactSet Research Systems, Inc.

Characteristics
Weighted harmonic average is the average market capitalization of all companies in a portfolio with each company weighted according to its percent of the portfolio. Market capitalization is the total dollar value of all outstanding shares computed as number of shares times current market price. Avg Price/Earnings Ratio (Last 12 Months & Next 12 Months) Shows the multiple of earnings at which a stock sells. Determined by dividing current stock price by earnings per share for the relevant 12 month period. Earnings per share for the P/E ratio are determined by dividing earnings for the relevant 12 month period by the number of common shares outstanding. Average Price/Book Ratio: Compares a stock’s market value to the value of total assets less total liabilities (book value). Dividend yield is total cash dividends paid as a percent of market capitalization at the end of the period. The yield for the index is the total of all dividends paid over twelve months divided by the total market capitalization. Return on Equity is net income divided by common equity. A measure of how well a company used reinvested earnings to generate additional earnings. EPS is the portion of a company's profit allocated to each outstanding share of common stock. Earnings per share serves as an indicator of a company's profitability. Long-Term Debt/Capitalization is an indicator of financial leverage. Shows long-term debt as a proportion of the capital available. Determined by dividing long-term debt by the sum of long-term debt, preferred stock and common stockholder's equity. Source: FactSet Research Systems, Inc.

Target metrics reflect our stated goals and are not absolute limits as these are affected by various factors like market fluctuations.
Percentage allocations listed above may not sum to 100% due to rounding methodology.

An investor should consider the fund's investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information about the investment company can be found in the fund's prospectus. To obtain a prospectus, please call 1-800.539.FUND (1.800.539.3863). Please read the prospectus carefully before investing.

The Funds are distributed by Victory Capital Advisers, Inc. ("VCA"), member FINRA and SIPC. Find out more about the background of this firm on FINRA's BrokerCheck.

Victory Capital Management Inc., an affiliate of VCA, is the investment advisor to the Funds and receives a fee from the Funds for its services. 

  • not FDIC insured
  • no bank guarantee
  • may lose value

Please read the User Agreement and Privacy Policy.

Carolyn Rains, CFA

Portfolio Manager/Analyst

Carolyn Rains is a portfolio manager/analyst with Diversified Equity Management’s Diversified Equity strategy. She is a member of the Diversified Equity portfolio management team with sector coverage responsibilities on the Energy, Consumer Staples, and Health Care sectors. Previously she served as a portfolio manager on the Real Estate Equity team. Diversified Equity Management is a Victory Capital investment franchise.

She joined Victory Capital in 1998 with four years prior investment experience. Before beginning her tenure with the firm, she served as a research associate for McDonald Investments and worked in the credit risk management division for Chase Manhattan Bank.

Ms. Rains has been quoted in publications such as The Wall Street Transcript. She is also a frequent presenter to prospects and clients interested in the Diversified Equity strategy.

Ms. Rains holds a Bachelor of Science in Business Administration from Bowling Green State University and a Master of Business Administration from Cleveland State University. Additionally, she is a CFA charterholder

Martin Shagrin

Portfolio Manager/Analyst

Martin Shagrin is a portfolio manager/analyst with Diversified Equity Management’s Diversified Equity strategy. He is a member of the Diversified Equity portfolio management team and helps to manage the strategy on a day-to-day basis with sector responsibilities on the Energy, Technology, and Consumer Discretionary sectors. Prior to joining the Diversified Equity team on a dedicated basis in 2007, Mr. Shagrin was an equity research analyst in support of multiple Victory Capital strategies. Diversified Equity Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with five years prior investment experience. Before joining the firm, Mr. Shagrin was an equity research analyst for Kingdon Capital in New York. Mr. Shagrin has been a frequent contributor and guest commentator on securities which fall under his area of expertise. He has been quoted in such publications and media outlets as The Asian Wall Street Journal, the Associated Press, Bloomberg News, Bloomberg TV, Dow Jones News, Reuters, TheStreet.com, and The Wall Street Journal.

He holds a Bachelor of Science in Business Administration from The Ohio State University and a Master of Business Administration from Case Western Reserve University.

 

Thomas Uutala, CFA

Portfolio Manager/Analyst

Thomas Uutala is a portfolio manager/analyst with Diversified Equity Management’s Diversified Equity strategy. He is a member of the Diversified Equity portfolio management team where he helps support and manages the strategy on a day-to-day basis, including sector responsibility on the Energy, Industrials, Materials, and Consumer Discretionary sectors. Diversified Equity Management is a Victory Capital investment franchise.

He joined Victory Capital in 2005 with four years of prior investment experience. Before joining Diversified Equity, Mr. Uutula was a research analyst for Victory Capital. He has been quoted in a variety of publications and media outlets including the Associated Press, Bloomberg News, Bloomberg Radio, Dow Jones News, BusinessWeek, and Reuters. Prior to his tenure with the firm, Mr. Uutala worked on a convertible arbitrage desk for Stark Investments and also worked for Crabel Capital Management. 

Mr. Uutala holds a Bachelor of Science from Marquette University and a Master of Science from the University of Wisconsin where he participated in the Applied Security Analysis Program (ASAP). He is a CFA charterholder.

Fees & Expenses

Annual Fund Operating Expenses

{{::category}}
{{::item.name}} {{::info | percentage:2}}

Minimum Investment

{{::category}}
{{::item.name}} {{::info | currency}}

Calculate Expenses

Amount Invested($):
Calculate
Please enter a valid numeric value
{{::category}}
{{::item.name}} {{::info | currency}}