Victory Pioneer Core Equity Fund

Victory Portfolios IV · 4 share classes

Actively managed U.S. equity fund
One fund, 4 share classes:PVFYXPIOTXPCEKXPCOTX
$2.09B NAV
70 positions · as of 2026-06-30 · filed 2026-08-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Victory Pioneer Core Equity Fund is an actively managed U.S. equity fund. 5% of PVFYX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 100% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Actively managed
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

The Victory Pioneer Core Equity Fund (the Fund) seeks long-term capital growth.

Strategy · summarised

The fund invests primarily in U.S. equity securities selected through fundamental analysis of company quality, growth, and valuation, seeking securities trading at reasonable prices or discounts to underlying value. The adviser evaluates issuers based on financial statements and operations, selling when fundamentals deteriorate or valuation targets are reached. The fund may hold up to 20% in non-U.S. securities, including emerging markets, and may use derivatives for hedging or return enhancement. Because security selection depends on the adviser's assessment of individual company fundamentals and valuations, fund performance will diverge from broad market returns.

Expenses
0.57% 1.65%across 4 share classes
Share classGrossNet
PVFYX0.67%0.67%
PIOTX0.87%0.86%
PCEKX0.57%0.57%
PCOTX1.67%1.65%

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 64.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.46%
of net assets
Stocks96.83%
Other1.64%

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology23.8%
Financials20.1%
Industrials14.0%
Health Care11.2%
6 smaller30.9%

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
5%of stock holdings in top-quartile growers
covering 100% of the fund’s equity
Earnings growth
7%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 7 new4 exited

New: CLX, DVN, STZ, ELV, HONA, ES, JPM

Exited: COTERRA ENERGY INC., VRTX, MDLZ, VSNT

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+31.44%11.05%
+31.14%11.02%
+31.51%11.04%
+30.08%11.05%

These classes hold the same portfolio, so the 1.42pp spread over 1 year is the cost difference between them — roughly 1.42pp a year — not a difference in what they own.

Cumulative return· Jan 2025 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
BANK OF AMERICA CORPORATIONBAC3.99%$83.17M
MICROSOFT CORPORATIONMSFT3.65%$76.19M
INTERNATIONAL BUSINESS MACHINES CORPORATIONIBM3.56%$74.24M
WELLS FARGO & COMPANYWFC3.44%$71.86M
CISCO SYSTEMS, INC.CSCO3.43%$71.62M
UNITED PARCEL SERVICE, INC.UPS3.34%$69.65M
STATE STREET CORPORATIONSTT3.16%$65.92M
JOHNSON & JOHNSONJNJ2.75%$57.34M
EXXON MOBIL CORPORATIONXOM2.28%$47.59M
CMS ENERGY CORPORATIONCMS2.28%$47.55M
Showing 10 of 70Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 31.88% of net assets, top 25 60.83%, across 70 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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