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Investment Approach

The Victory NewBridge Global Equity Fund seeks long term growth and capital appreciation by investing in high-quality companies with solid growth prospects at attractive valuations. A well-diversified portfolio is constructed of best ideas with exposures in various sectors within developed and emerging countries. We strive to deliver superior risk adjusted returns through disciplined risk management.

Philosophy & Process

The team focuses on bottom-up stock selection among a smaller subset of names narrowed by quantitative tools that provide a consistent framework to review our investable universe. Ideas are generated by screening the investable universe for companies with attractive growth, quality, value, and momentum characteristics using our proprietary screen. Through rigorous fundamental analysis the list of potential ideas is narrowed to those with the most compelling investment theses.
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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 Shares are not subject to an initial sales charge when purchased, a contingent deferred sales charge or Rule 12b-1 fees. 
Class I and R 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 and R 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 its management fee and/or reimburse expenses so that the total annual operating expenses (excluding certain other items such as AFFE, interest, taxes and brokerage commissions) of Class A, Class C, Class I, Class R and Class R6 shares do not exceed 1.40%, 2.15%, 1.15%,1.67% and 1.15%, until at least February 28, 2020, February 28, 2020, February 28, 2020, February 28, 2018 and February 28, 2017, respectively. The Adviser is permitted to recoup advisory fees waived and expenses reimbursed for up to three years after the fiscal year in which the waiver or reimbursement took place, subject to any operating expense limits in effect at the time of the original waiver or expense reimbursement and at the time of recoupment. This agreement may only be terminated by the Fund’s Board of Trustees.

Benchmark
MSCI ACWI (Net) Index: An equity index which captures large and mid cap representation across 24 Developed Markets (DM) and 21 Emerging Markets (EM) countries. With 2,424 constituents, the index covers approximately 85% of the global investable equity opportunity set.

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.

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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.

Erick Maronak, Chief Investment Officer – NewBridge Asset Management, Senior Portfolio Manager

Erick Maronak is the CIO and lead portfolio manager of the NewBridge Large Cap Growth strategy and a member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with 10 years prior investment experience. Previously, he was a portfolio manager and director of research in the Campbell, Cowperthwait division of U.S. Trust Company.

Mr. Maronak holds a Bachelor of Science in economics from City University of New York and a Master of Business Administration from St. John's University.


James Craske, CFA, Portfolio Manager/Analyst

James Craske is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with nine years prior investment experience.

Mr. Craske holds a Bachelor of Arts in economics from Whitman College and a Master of Business Administration from the Tepper School of Business at Carnegie Mellon University. He is a CFA charterholder.

Scott Kefer, CFA, Senior Portfolio ManagerScott Kefer is a senior portfolio manager with NewBridge Asset Management and a member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with six years prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA charterholder.
Elie Masri, Portfolio Manager/Analyst, Victory Capital Management

Elie Masri is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with 12 years prior investment experience. Previously, he held a similar role at Deutsche Asset Management.

Mr. Masri holds a Bachelor of Business Administration in finance from Baruch College and a Master of Science in quantitative methods and modeling from the Zicklin School of Business at Baruch College.

 

Fees & Expenses

Annual Fund Operating Expenses

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Minimum Investment

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Calculate Expenses

Amount Invested($):
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Investment Approach

The Victory NewBridge Global Equity Fund seeks long term growth and capital appreciation by investing in high-quality companies with solid growth prospects at attractive valuations. A well-diversified portfolio is constructed of best ideas with exposures in various sectors within developed and emerging countries. We strive to deliver superior risk adjusted returns through disciplined risk management.

Philosophy & Process

The team focuses on bottom-up stock selection among a smaller subset of names narrowed by quantitative tools that provide a consistent framework to review our investable universe. Ideas are generated by screening the investable universe for companies with attractive growth, quality, value, and momentum characteristics using our proprietary screen. Through rigorous fundamental analysis the list of potential ideas is narrowed to those with the most compelling investment theses.

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 securities in the portfolio changes. Small capitalization stocks carry additional risks and expose the investor to greater volatility, since smaller companies generally have a higher risk of failure. In addition, the securities of foreign companies acquired by the Fund tend to experience more volatility than their domestic counterparts in part because of higher political and economic risks, lack of reliable information, fluctuations in currency exchange rates and the risks that a foreign government may take over assets, restrict the ability to exchange currency or restrict the delivery of securities. These risks are magnified in emerging markets. Derivative instruments, including futures and options contracts used for asset substitution, do not perfectly replicate direct investment in the security.

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

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Risk Measures

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

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Calendar Year Returns

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Annual Expenses

(As of 02/29/2016)

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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 Shares are not subject to an initial sales charge when purchased, a contingent deferred sales charge or Rule 12b-1 fees. 
Class I and R 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 and R 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 its management fee and/or reimburse expenses so that the total annual operating expenses (excluding certain other items such as AFFE, interest, taxes and brokerage commissions) of Class A, Class C, Class I, Class R and Class R6 shares do not exceed 1.40%, 2.15%, 1.15%,1.67% and 1.15%, until at least February 28, 2020, February 28, 2020, February 28, 2020, February 28, 2018 and February 28, 2017, respectively. The Adviser is permitted to recoup advisory fees waived and expenses reimbursed for up to three years after the fiscal year in which the waiver or reimbursement took place, subject to any operating expense limits in effect at the time of the original waiver or expense reimbursement and at the time of recoupment. This agreement may only be terminated by the Fund’s Board of Trustees.

Benchmark
MSCI ACWI (Net) Index: An equity index which captures large and mid cap representation across 24 Developed Markets (DM) and 21 Emerging Markets (EM) countries. With 2,424 constituents, the index covers approximately 85% of the global investable equity opportunity set.

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"}})

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Regional Diversification

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Sector Diversification

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Country Diversification

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Duration Schedule (%)

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Quality Structure (%)

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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.

James Craske, CFA

Portfolio Manager

James Craske is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with nine years prior investment experience.

Mr. Craske holds a Bachelor of Arts in economics from Whitman College and a Master of Business Administration from the Tepper School of Business at Carnegie Mellon University. He is a CFA charterholder.

Scott Kefer, CFA

Senior Portfolio Manager

Scott Kefer is a senior portfolio manager with NewBridge Asset Management and a member of the Large Cap Growth portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital investment franchise.

He joined Victory Capital in 1999 with six years prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA charterholder.

Elie Masri

Portfolio Manager

Elie Masri is a Portfolio Manager with NewBridge Asset Management and a member of the Global Equity portfolio management team. The Victory Large Cap Growth team was renamed NewBridge Asset Management on April 1, 2015. NewBridge Asset Management is a Victory Capital Investment franchise.

He joined Victory Capital in 2008 with 12 years prior investment experience. Previously, he held a similar role at Deutsche Asset Management.

Mr. Masri holds a Bachelor of Business Administration in finance from Baruch College and a Master of Science in quantitative methods and modeling from the Zicklin School of Business at Baruch College.

 

Fees & Expenses

Annual Fund Operating Expenses

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Minimum Investment

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Calculate Expenses

Amount Invested($):
Calculate
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