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Morningstar

Victory RS Mid Cap Growth A RSMOX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 19.11  /  −1.19 %
  • Total Assets 81.3 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.210%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 119%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 PM GMT+0

Morningstar’s Analysis RSMOX

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

  • People Pillar

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

Better options exist.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Lower conviction in Victory RS Mid Cap Growth’s investment team warrants a People rating downgrade to Average from Above Average, while the Process rating remains at Average.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings RSMOX

More RSMOX 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
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