All investing involves risk, including the potential loss of principal.
Carefully consider the investment objectives, risks, charges and expenses of the Victory Capital 529 Education Savings Plan (Plan) before investing. Visit vcm.com/prospectus for a Plan Description and Participation Agreement containing this and other information about the Plan from Victory Capital Services, Inc. (VCS), Underwriter and Distributor. Read it carefully before investing.
State tax treatment of withdrawals used for i) expenses for tuition in connection with enrollment or attendance at an elementary or secondary public, private or religious school, ii) expenses related to apprenticeship programs, or iii) student loan repayments is determined by the state(s) where the taxpayer files state income tax.
There is a $10 annual fee that may be waived once you invest at least $50 per month through automatic investments or reach an account balance of $1,000.
Investing in securities products involves risk, including possible loss of principal. The return and principal value of an investment will fluctuate, so that an investor's shares, when redeemed, may be worth more or less than their original cost. Automatic investment plans don't assure a profit or protect against loss in declining markets.
Victory Funds, VictoryShares ETFs and the Victory Capital 529 Education Savings Plan (Plan) are distributed by Victory Capital Services, Inc. All investment advisory services offered by Victory Capital Management Inc. VCM provides non-discretionary recommendation and discretionary portfolio management for Victory Capital Portfolio Solutions and Victory Capital Wealth Advisory, respectively. Please consult the program's ADV Part 2A and CRS for more information. Victory Capital Management Inc. does not provide tax or legal advice. You are encouraged to consult your tax or legal professional for tax or legal questions specific to your situation. Victory Capital Management Inc. and Victory Capital Services, Inc. are affiliated companies. Brokerage account services provided by Victory Capital Services, Inc.
Not FDIC Insured • May Lose Value • No Bank Guarantee