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An “Institutional Investor” means any:

  • bank, savings and loan association, insurance company or registered investment company;
  • investment adviser registered either with the SEC under Section 203 of the Investment Advisers Act or with a state securities commission (or any agency or office performing like functions);
  • person (whether a natural person, corporation, partnership, trust or otherwise) with total assets of at least $50 million;
  • governmental entity or subdivision thereof;
  • employee benefit plan, or multiple employee benefit plans offered to employees of the same employer, that meet the requirements of Section 403(b) or Section 457 of the Internal Revenue Code and in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • qualified plan, as defined in Section 3(a)(12)(C) of the Exchange Act, or multiple qualified plans offered to employees of the same employer, that in the aggregate have at least 100 participants, but does not include any participant of such plans;
  • FINRA member or registered person of such a member; or
  • person acting solely on behalf of any such institutional investor.

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Mutual Funds Documents

Victory Fund Forms and Documents

Have a question? Let us help.
Investment professionals, please call 1-800-991-8191.
Victory Funds Shareholders, please call 1-800-539-FUND(3863).

Holdings Documents

Victory S&P 500 Index Fund
Victory Special Value Fund
Victory Variable Insurance Diversified Stock Fund
Victory High Yield VIP Series
Victory INCORE Investment Quality Bond VIP Series
Victory INCORE Low Duration VIP Series
Victory RS International VIP Series
Victory RS Large Cap Alpha VIP Series
Victory RS Small Cap Growth VIP Series
Victory Sophus Emerging Markets VIP Series
Victory SP500 Index VIP Series

Victory Funds Forms and Information

USAA Mutual Funds 2019 Estimated Capital Gains
Victory Funds 2019 Final Capital Gains
Victory RS & VVI Funds 2019 Final Capital Gains
Victory Munder Funds 2019 Final Capital Gains
2020 Distribution Schedule - Victory Portfolios
2020 Distribution Schedule - Victory Portfolios II
Victory Funds Account Application
2019 Victory Tax Supplemental Letter
2019 Victory RS Tax Supplemental Letter
Rollover Certification - Direct Rollover Request Form
Transfer of Assets Form
Roth IRA Application
Coverdell Education Savings Account Application
Coverdell Education Savings Account Distribution Form
IRA Distribution Form
Required Minimum Distribution Form
Traditional IRA Application
Account Maintenance Form
Simple IRA Account Application
Change/Update Broker/Dealer of Record
Designation of Beneficiary for IRA Form
Transfer on Death Supplemental Registration Form
Legal Entity Beneficial Ownership Certification Form

Form N-PX

The Victory Portfolios
Victory Institutional Portfolios
Victory Variable Insurance Funds
USAA Mutual Funds Trust

Victory Funds Tax Documents

Munder Bond Fund
Munder Index 500 Fund
Munder Micro Cap Equity Fund
Munder Mid Cap Core Growth Fund
Munder Veracity Small-Cap Value Fund
Victory Core Bond Index Fund
Victory Stock Index Fund