Shareholder Login
Menu
for Investment Professionals
Shareholder Login

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

Victory NewBridge Large Cap Growth Fund

Erick Maronak Header
Class {{currentProdClass | uppercase}} {{currentProdTicker | uppercase}}
Investment Approach

The Victory NewBridge Large Cap Growth Fund seeks to provide long-term capital appreciation. Each team member is continuously searching for investment ideas across all sectors and industries, broadening our search for growth and allowing us to draw comparisons of growth characteristics throughout our opportunity set. Collectively, the team puts attractive ideas through rigorous fundamental analysis, leveraging our combined experience and knowledge and helping to build and validate our conviction. Ideas are analyzed within the context of the portfolio’s risk profile and our standards for diversification as it relates to sector and industry, emerging versus established growth, and cyclical versus secular growth.

Philosophy & Process

We believe earnings growth drives stock prices over time. As such, we seek to own high-quality companies with greater than 15% long-term earnings growth supported by strong financial foundations, market leadership and superb management teams.
{{::item.name}}
{{::category }} N/A {{::item.data[categoryIndex] | number}}
(As of {{::asOf | date:"MM/dd/yyyy"}}) {{::item.name}}
{{::category}} {{::item.data[categoryIndex] | number}}
(As of {{::asOf | date:"MM/dd/yyyy"}}) {{::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 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 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 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, 2019. 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
Russell 1000® Growth: An unmanaged index comprised of Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. This index does not include the effect of expenses, is not representative of any specific fund or product and cannot be invested in directly.

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.

Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
©2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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:"MM/dd/yyyy"}})

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

(As of {{::asOf | date:"MM/dd/yyyy"}})

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

Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
©2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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 Chief Investment Officer of NewBridge Asset Management. He is also lead portfolio manager of the 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.

Mr. Maronak 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 B.S. in economics from City University of New York and an MBA from St. John's University.


Jason Dahl, CFA, Senior Portfolio Manager

Jason Dahl is a senior portfolio manager for NewBridge Asset Management and 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.

Mr. Dahl joined Victory Capital in 1999 with nine years’ prior investment experience. Previously, he was a portfolio manager/analyst in the Campbell, Cowperthwait division of U.S. Trust Company.

Mr. Dahl holds a B.S. in economics from SUNY College at New Paltz and an MBA from Pace University. He is a CFA® charterholder.

Scott Kefer, CFA, Senior Portfolio Manager

Scott Kefer is a senior portfolio manager for NewBridge Asset Management and 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.

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

Mr. Kefer holds a B.S. in business management from Skidmore College. He is a CFA® charterholder.

Michael Koskuba, Senior Portfolio Manager

Michael Koskuba is a senior portfolio manager for NewBridge Asset Management and 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.

Mr. Koskuba joined Victory Capital in 1999 with five years’ prior investment experience. Previously, he was a portfolio manager/analyst in the Campbell, Cowperthwait division of U.S. Trust Company.

Mr. Koskuba is frequently asked about his outlook on the equity markets and specific securities by the financial press. He has appeared in a variety of publications and media outlets, including Bloomberg, CNBC, Dow Jones, Reuters, MarketWatch, The Wall Street Journal and others.

Mr. Koskuba holds a B.A. in international studies from Muhlenberg College and an MBA in finance from Fordham University.

View Entire Investment Team

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}}
Class {{currentProdClass | uppercase}} {{currentProdTicker | uppercase}}

At a Glance (As of {{::product.as_of | date:"M/dd/yy"}})

Inception Date: {{::product.inception_date | date:"M/dd/yy"}}
Category: {{::product.category}} N/A
{{::product.name}} received a Morningstar Rating of {{::product.morningStar3year.rating}} stars for the 3-year period rated against {{::product.morningStar3year.overall | number}} {{::product.category}} Funds.
{{::product.name}} received a Morningstar Rating of {{::product.morningStar3year.rating}} stars for the 3-year period and {{::product.morningStar5year.rating}} stars for the 5-year period rated against {{::product.morningStar3year.overall | number}} and {{::product.morningStar5year.overall | number}} {{::product.category}} Funds, respectively.
{{::product.name}} received a Morningstar Rating of {{::product.morningStar3year.rating}} stars for the 3-year period, {{::product.morningStar5year.rating}} stars for the 5-year period, and {{::product.morningStar10year.rating}} stars for the 10-year period, rated against {{::product.morningStar3year.overall | number}}, {{::product.morningStar5year.overall | number}}, and {{::product.morningStar10year.overall | number}} {{::product.category}} Funds, respectively.
CUSIP: {{::product.cusip}} N/A
Total Fund AUM: $26,480,420

Morningstar Ratings are based on risk-adjusted performance.

Fund Downloads

Fact SheetManager Commentary
Investment Approach

The Victory NewBridge Large Cap Growth Fund seeks to provide long-term capital appreciation. Each team member is continuously searching for investment ideas across all sectors and industries, broadening our search for growth and allowing us to draw comparisons of growth characteristics throughout our opportunity set. Collectively, the team puts attractive ideas through rigorous fundamental analysis, leveraging our combined experience and knowledge and helping to build and validate our conviction. Ideas are analyzed within the context of the portfolio’s risk profile and our standards for diversification as it relates to sector and industry, emerging versus established growth, and cyclical versus secular growth.

Philosophy & Process

We believe earnings growth drives stock prices over time. As such, we seek to own high-quality companies with greater than 15% long-term earnings growth supported by strong financial foundations, market leadership and superb management teams.

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.

Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
©2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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:"MM/dd/yyyy"}})

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

Calendar Year Returns

(As of {{::asOf | date:"MM/dd/yyyy"}})

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

Annual Expenses

(As of 03/01/2018)

{{::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 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 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 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, 2019. 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
Russell 1000® Growth: An unmanaged index comprised of Russell 1000® Index companies with higher price-to-book ratios and higher forecasted growth values. This index does not include the effect of expenses, is not representative of any specific fund or product and cannot be invested in directly.

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.

Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
©2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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.

Characteristics (As of {{::asOf | date:"MM/dd/yyyy"}})

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

Characteristics (As of {{::asOf | date:"MM/dd/yyyy"}})

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

Characteristics (As of {{::asOf | date:"MM/dd/yyyy"}})

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

Duration Schedule (%) (As of {{::asOf | date:"MM/dd/yyyy"}})

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

Quality Structure (%) (As of {{::asOf | date:"MM/dd/yyyy"}})

{{::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

Average Life Structure (%) (As of {{::asOf | date:"MM/dd/yyyy"}})

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.

Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
©2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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.

Our People

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

Erick Maronak

Chief Investment Officer – NewBridge Asset Management
Senior Portfolio Manager

Erick Maronak is Chief Investment Officer of NewBridge Asset Management. He is also lead portfolio manager of the 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.

Mr. Maronak 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 B.S. in economics from City University of New York and an MBA from St. John's University.


Jason Dahl, CFA

Senior Portfolio Manager

Jason Dahl is a senior portfolio manager for NewBridge Asset Management and 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.

Mr. Dahl joined Victory Capital in 1999 with nine years’ prior investment experience. Previously, he was a portfolio manager/analyst in the Campbell, Cowperthwait division of U.S. Trust Company.

Mr. Dahl holds a B.S. in economics from SUNY College at New Paltz and an MBA from Pace University. He is a CFA® charterholder.

Scott Kefer, CFA

Senior Portfolio Manager

Scott Kefer is a senior portfolio manager for NewBridge Asset Management and 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.

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

Mr. Kefer holds a B.S. in business management from Skidmore College. He is a CFA® charterholder.

Michael Koskuba

Senior Portfolio Manager

Michael Koskuba is a senior portfolio manager for NewBridge Asset Management and 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.

Mr. Koskuba joined Victory Capital in 1999 with five years’ prior investment experience. Previously, he was a portfolio manager/analyst in the Campbell, Cowperthwait division of U.S. Trust Company.

Mr. Koskuba is frequently asked about his outlook on the equity markets and specific securities by the financial press. He has appeared in a variety of publications and media outlets, including Bloomberg, CNBC, Dow Jones, Reuters, MarketWatch, The Wall Street Journal and others.

Mr. Koskuba holds a B.A. in international studies from Muhlenberg College and an MBA in finance from Fordham University.

View Entire Investment Team


Ratings reflect fee waivers in effect; in their absence, ratings may have been lower.
©2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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}}
View Related Literature
All Holdings