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6.82
-0.00
0.00%
22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 67.43M
Victory INCORE Fund for Income A
6.82
-0.00
0.00%
- Overview
- Profile
- Historical Data
- Holdings
Victory Fund For Income Class A Overview
On this page you'll find an in-depth profile of Victory Fund For Income Class A. Learn about the key management, total assets, investment strategy and contact information of IPFIX among other information.
Investment Strategy
The investment seeks to provide a high level of current income consistent with preservation of shareholders' capital. The fund invests primarily in securities issued by the U.S. government and its agencies or instrumentalities. Under normal circumstances, it primarily invests in 1) Mortgage-backed obligations and collateralized mortgage obligations (CMOs) issued by the Government National Mortgage Association (GNMA), with an average effective maturity ranging from 2 to 10 years, and 2) Obligations issued or guaranteed by the U.S. government or by its agencies or instrumentalities with a dollar-weighted average maturity normally less than 5 years.
Contact Information
Address
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Phone
210-694-9700
Web
www.vcm.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Harriet R. Uhlir | Portfolio Manager | 2013 | Now |
| Biography | Harriet Uhlir is a portfolio manager with INCORE Capital Management. Ms. Uhlir helps devise and implement portfolio strategy by discussing and debating allocation decisions and making recommendations on security selection. The Victory Short Government team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise. Prior to joining Victory Capital in February 2012, Ms. Uhlir was a senior portfolio manager in Securities Lending at Victory/Key from 2001 to 2012 specializing in mortgages. In addition to her investment experience, she spent three years as a consultant at SunGard Data Systems in Wayne, PA and three years at KeyCorp in Asset Accounting Services and Security Movement & Control. Ms. Uhlir earned a Bachelor of Arts in mathematics from the University of Cincinnati and a Master of Business Administration in finance from Case Western Reserve University. | ||
| Heidi L. Adelman | CIO (Chief Investment Officer) | 2006 | Now |
| Biography | Heidi Adelman is the CIO and lead portfolio manager of INCORE’s Short Government strategy. She is responsible for all asset-, commercial-, and mortgage-backed securities in taxable fixed income portfolios. She is also the lead portfolio manager on government and securitized-only portfolios. The Victory Short Government team was renamed INCORE Capital Management on April 1, 2015. INCORE Capital Management is a Victory Capital investment franchise. Ms. Adelman joined Victory Capital in 1996 with two years prior investment experience. Before joining the firm, she held positions within KeyCorp in the audit, asset management compliance, and money market asset management areas. Ms. Adelman holds a Bachelor of Science from The Ohio State University. | ||
| Michael DiRienzo | Portfolio Manager | 2011 | 2013 |
| Biography | Mr. DiRienzo is a Portfolio Manager with Victory Capital Management Inc and has been with Victory Capital or an affiliate since 2003. | ||
| Craig E. Ruch | Managing Director | 2007 | 2010 |
| Biography | Ruch is a Senior Portfolio Manager and Managing Director with Victory Capital and has been associated with it since 2005. He was a portfolio manager with Credit Suisse Asset from February 2004 to April 2005, and prior to that, Ruch worked as a senior trader. Ruch holds the Chartered Financial Analyst designation. | ||
| Trenton Tipton-Fletcher | director and co-Portfolio Manager | 2002 | 2008 |
| Biography | Tipton-Fletcher is director and co-portfolio manager with Victory Capital Management, his employer since 1988. | ||
| Thomas M. Seay | CIO, Senior Portfolio Manager, Senior Managing Director | 1999 | 2007 |
| Biography | Seay is a CIO of fixed income investments with Victory Capital Management, Inc. He is also a senior portfolio manager and senior managing director with it. Seay joined the firm and its affiliate in 1998. He has 19 years prior investment experience. | ||
| Michael J. Link | Senior Vice President | 1987 | 1998 |
| Biography | Link is senior vice president at Gradison Division of McDonald & Company Securities Inc., his employer for more than 24 years. Previously, he spent nine years as a materials engineer with Union Carbide and three years as an installation engineer with the United States Air Force. Link is a member of the American Society of Civil Engineers and a former Grand Knight of the Knights of Columbus. He also taught finance in his school district for 10 years. | ||
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