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Morningstar

Victory RS Mid Cap Growth Y RMOYX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 21.30  /  +0.85 %
  • Total Assets 76.7 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield —
  • Turnover 119%

USD | NAV as of May 09, 2024 | 1-Day Return as of May 09, 2024, 10:20 PM GMT+0

Morningstar’s Analysis RMOYX

Will RMOYX 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 RMOYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RMOYX 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 RMOYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Comanager Addition to the Victory RS Growth Team's Funds; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

On May 1, 2024, Trevor Martin was appointed a comanager on Victory RS Small Cap Growth and Victory RS Mid Cap Growth, among other offerings. Martin joined the team as a research associate in 2014 and gradually took on additional responsibilities thereafter. Indeed, his promotion to portfolio manager from analyst reflects his contributions to the team over the years. Lead manager Scott Tracy remains in place, as do fellow comanagers Stephen Bishop, Melissa Chadwick-Dunn, Christopher Clark, and Paul Leung, all of whom will continue working collectively on portfolio construction alongside Martin. The strategies' Morningstar Medalist Ratings remain intact.

by Andrew Daniels
Published on

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Portfolio Holdings RMOYX

More RMOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

The Trade Desk Inc Class A

3.44 2.8 Mil
Technology

CrowdStrike Holdings Inc Class A

3.35 2.7 Mil
Technology

FirstCash Holdings Inc

2.71 2.2 Mil
Financial Services

AppLovin Corp Ordinary Shares - Class A

2.33 1.9 Mil
Technology

DexCom Inc

2.30 1.9 Mil
Healthcare

West Pharmaceutical Services Inc

2.18 1.8 Mil
Healthcare

Clean Harbors Inc

2.12 1.7 Mil
Industrials

MSCI Inc

2.10 1.7 Mil
Financial Services

Chart Industries Inc

2.02 1.6 Mil
Industrials

Pinterest Inc Class A

1.98 1.6 Mil
Communication Services