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Morningstar

Victory Munder Mid-Cap Core Growth R MMSRX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 7.04  /  +0.28 %
  • Total Assets 344.5 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 60%

USD | NAV as of Mar 29, 2024 | 1-Day Return as of Mar 29, 2024, 12:14 AM GMT+0

Morningstar’s Analysis MMSRX

Will MMSRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MMSRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MMSRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MMSRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Victory Munder Mid-Cap Core Growth R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MMSRX

More MMSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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—

Trex Co Inc

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Industrials

Brown & Brown Inc

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Technology

DexCom Inc

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Healthcare

Amphenol Corp Class A

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Financial Services