Morningstar® Investment Profile™   Morningstar®
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Victory Pioneer Equity Income VCT - Cl I
Release date as of 2025-06-30. Data on page is subject to change.
Snapshot Ratings & Risk Portfolio Nuts & Bolts
  Style Box Details for Stock Holdings
Size
Average Mkt Cap $Mil 91,029
   
Market Capitalization % of Portfolio
Giant 13.28
Large 48.61
Medium 36.62
Small 0.99
Micro 0.50
   
Investment Valuation Stock
Portfolio
Forward P/E 14.3
Price/Book 2.1
Price/Sales 1.7
Price/Cash Flow 9.3
Dividend Yield 3.3
Long-Term Earnings 7.8
Historical Earnings 1.7
Sales Growth 3.8
Cash-Flow Growth -3.2
Book-Value Growth 6.2
As of 2025-05-31
Data as of 2025-05-31
  Asset Allocation
% of Net Assets
Bullet U.S. Stocks U.S. Stocks 96.0
Bullet Non-U.S. Stocks Non-U.S. Stocks 1.9
Bullet Bonds Bonds 0.0
Bullet Cash Cash 2.0
Bullet Other Other 0.0
Asset Allocation Rescaled Graph
Data through 2025-05-31
  Morningstar Equity Sectors
% of Stocks
Cyclical 42.27
Basic Materials 3.35
Consumer Cyclical 8.60
Financial Services 29.37
Real Estate 0.95
Sensitive 37.37
Communication Services 7.39
Energy 8.92
Industrials 13.65
Technology 7.41
Defensive 20.36
Consumer Defensive 7.61
Healthcare 10.17
Utilities 2.58
Data through 2025-05-31
  Top 25 Holdings
Total Number of Stock Holdings 60
Total Number of Bond Holdings 0
% of Net Assets in Top 10 Holdings 33.60
Turnover % (as of 2024-12-31) 68.00
30 Day SEC Yield % ---
Top 25 Holdings
Sector P/E % of Net
Assets
Wells Fargo & Co 14.41 4.73
Exxon Mobil Corp 14.30 4.24
Johnson & Johnson 16.99 3.50
JPMorgan Chase & Co 14.23 3.33
Cisco Systems Inc 28.32 3.08
Bank of America Corp 14.13 3.08
The Walt Disney Co 25.31 3.04
3M Co 18.96 3.00
State Street Corp 11.98 2.92
Morgan Stanley 16.51 2.68
American International Group Inc 20.88 2.64
United Parcel Service Inc Class B 14.74 2.53
Honeywell International Inc 26.77 2.43
Kimberly-Clark Corp 17.56 2.29
Comcast Corp Class A 8.79 2.27
Northern Trust Corp 11.84 2.26
eBay Inc 17.90 2.22
Medtronic PLC 24.15 2.21
International Business Machines Corp 50.39 2.19
Raymond James Financial Inc 14.78 2.16
Coterra Energy Inc Ordinary Shares 14.84 2.10
Dreyfus Government Cash Mgmt Instl --- --- 1.98
ConocoPhillips 11.37 1.95
CMS Energy Corp 20.50 1.89
Union Pacific Corp 20.73 1.86
Data through 2025-05-31
Show Data Definitions

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