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Morningstar

Victory Small Cap Stock Institutional UISCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 13.01  /  −0.31 %
  • Total Assets 844.9 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.26%
  • Turnover 77%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0

Morningstar’s Analysis UISCX

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

  • People Pillar

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

Weakness in Victory Small Cap Stock Institutional's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UISCX

More UISCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.02 9.4 Mil
Cash and Equivalents

CorVel Corp

0.85 7.9 Mil
Financial Services

RBC Bearings Inc

0.85 7.8 Mil
Industrials

UFP Industries Inc

0.83 7.7 Mil
Basic Materials

Casella Waste Systems Inc Class A

0.71 6.6 Mil
Industrials

FormFactor Inc

0.67 6.2 Mil
Technology

Boise Cascade Co

0.59 5.5 Mil
Basic Materials

Atmus Filtration Technologies Inc

0.59 5.4 Mil
Industrials

Vericel Corp

0.58 5.4 Mil
Healthcare

Indie Semiconductor Inc Ordinary Shares - Class A

0.58 5.3 Mil
Technology