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Hyödynnä tarjous
Victory S&p 500 Index Fund Class Y (0P00002O9L)
Lisää salkkuun / Poista salkusta
Lisää luetteloon
26,900
+0,140
+0,52%
23/01 - Tieto myöhässä. Valuutta USD
- Morningstar-luokitus:
- Pääoma yhteensä: 29,69M
Victory S&P 500 Index Fund Class Y
26,900
+0,140
+0,52%
0P00002O9L - yleiskatsaus
Tältä sivulta löytyy syväluotaava Victory S&p 500 Index Fund Class Y-profiili. Saat lisätietoja 0P00002O9L-avainjohtajista, -kokonaisvaroista, -sijoitusstrategiasta ja -yhteystietoista.
Yhteystiedot
Osoite
15935 La Cantera Parkway, Building Two
San Antonio,TX 78256
United States
San Antonio,TX 78256
United States
Puhelin
210-694-9700
Verkko
www.vcm.com
Ylin johto
| Nimi | Otsikko | Vuodesta | Saakka |
|---|---|---|---|
| Lela Dunlap | - | 2024 | now |
| Elämäkerta | Lela Dunlap, CFA, Associate Portfolio Manager, VictoryShares and Solutions, has co-managed the Fund since August 2021. Mrs. Dunlap has 14 years of investment management experience, five years of which were with AMCO, which was acquired by the Adviser’s parent company in 2019. She holds the CFA designation and is a member of the CFA Society of San Antonio. | ||
| Mannik S. Dhillon | President | 2018 | now |
| Elämäkerta | Mannik S. Dhillon serves as President of VictoryShares and Solutions for Victory Capital. In his role, he leads and oversees the firms' exchange-traded and solutions business. He is also responsible for setting the strategy and initiating the development and implementation of Victory's strategic beta-based offerings. Additionally, he manages the solutions provided by our investment franchises, which includes product enhancements, extensions and innovations designed to best meet the needs of clients. Mr. Dhillon also contributes to the evaluation of capabilities of potential new franchises as part of the firm's acquisition strategy. | ||
| Free Foutz | Portfolio Implementation Manager | 2022 | 2024 |
| Elämäkerta | Free Foutz is the Portfolio Implementation Manager for Victory Capital Management with over 18 years of industry experience. Prior to joining Victory Capital Management, Mr. Foutz managed the Sub-Advisory Oversight Team for Charles Schwab Investment Management. He was also a voting member of CSIM’s Investment Oversight Committee. Previously, Mr. Foutz worked as a Senior Institutional Investment Analyst for Schwab’s Retirement Investment Services department conducting in- depth manager research and authoring proprietary research reports. Prior to that, he worked as a Registered Representative within Schwab Retirement Plan Services, counseling plan participants on a wide array of topics including personal finance and asset allocation and gaining unique insight into investor behavior. Mr. Foutz earned a Bachelor of Arts degree from Ohio University in Athens, Ohio. He is also a former Series 7 and Series 63 license holder. He currently holds the Series 3 license. | ||
| Stephen Hammers | Chief Portfolio Strategist | 2016 | 2019 |
| Elämäkerta | Stephen Hammers has been the Chief Portfolio Strategist of VictoryShares since April 2017 and a portfolio manager of the Fund since inception. From 2015 - April 2017, Mr. Hammers was the Chief Investment Officer of CEMP, a Victory Capital investment franchise. From 2003 - 2015, Mr. Hammers was a managing partner, co-founder and chief investment officer of Compass Efficient Model Portfolios, LLC, which was acquired by the Adviser in 2015. Mr. Hammers is a CIMA® charterholder. | ||
| David Hallum | Portfolio Manager | 2016 | 2018 |
| Elämäkerta | Mr. Hallum is a member of the VictoryShares team. From 2005-2015, Mr. Hallum was a Portfolio Manager of Compass Efficient Model Portfolios, LLC, which was acquired by the Adviser in 2015. | ||
| Dan Banaszak | Portfolio Manager | 2016 | 2018 |
| Elämäkerta | Mr. Banaszak, CFA®, is a member of the VictoryShares team. From 2011-2015, Mr. Banaszak was a Portfolio Manager/Analyst of Compass Efficient Model Portfolios, LLC, which was acquired by the Adviser in 2015. From 2010 to 2011, Mr. Banaszak was a futures and options trader with the Chicago Board of Trade and an options trader with Lerner Trading Group from 2007 to 2010. | ||
| Robert Bateman | Portfolio Manager | 2016 | 2018 |
| Elämäkerta | Rob Bateman is a Portfolio Manager/Analyst of Compass Efficient Model Portfolios, LLC, where he has been employed since 2007. Prior to joining Compass Efficient Model Portfolios, LLC, Mr. Bateman was a fixed income and futures trader at Stephens, Inc. from 2004 to 2007 and at PFIC Securities from 2000 to 2004. | ||
| Alex Pazdan | Portfolio Manager/Analyst | 2016 | 2017 |
| Elämäkerta | Alex Pazdan is a Portfolio Manager/Analyst of the Compass Efficient Model Portfolios, LLC, where he has been employed since 2010. Mr. Pazdan is also a founding principal of Persistent Capital Management, a Commodity Trading Advisor launched in 2002. Prior to starting Persistent Capital, Mr. Pazdan was a Senior Market Strategist for Eclipse Capital Management, a Commodity Trading Advisor, in St. Louis, Missouri. | ||
| Michael E. Mikha | - | 2014 | 2016 |
| Elämäkerta | Michael E. Mikha, CFA, Portfolio Manager of WAM, joined WAM in June 2014 and has been a member of the team responsible for managing the Fund since June 2014. Since joining WAM, Mr. Mikha has been a member of the firm’s Domestic Equities Management Team. Mr. Mikha is responsible for the cash management and day to day trading of the equity funds managed by the team. He began his career with Comerica Bank in 2003 as a Senior Financial Analyst in the Fraud Services/Audit department. He also has held positions within Comerica’s Controller department and Comerica Securities as Special Projects Officer and Financial Analysis & Reporting Specialist, respectively. Mr. Mikha joined Comerica Asset Management Group in 2008, where he last held the position of Head Trader for the Central Trading Desk. | ||
| Eric R. Lessnau | Portfolio Analyst | 2008 | 2016 |
| Elämäkerta | Eric R. Lessnau, Portfolio Analyst, World Asset Management, has been a member of the team responsible for managing the Fund since October 2008. Mr. Lessnau is a member of World Asset Management’s Domestic Investment Management Team, providing analytical and trading support for the domestic equity funds. He began his career with Comerica Bank in 2000 as an Investment Banking Analyst in Institutional Trust, working in both the Fund Accounting and Corporate Actions areas. In 2003 he moved to Comerica Securities where he was a Senior Analyst in Institutional Sales Operations and also for the Financial Operations group. Mr. Lessnau joined World Asset Management in January 2008. Eric has a B.S. in corporate finance from Central Michigan University and an M.S.F. from Walsh College. | ||
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