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Morningstar

Victory Sustainable World USAWX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 28.13  /  −0.88 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.080%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.94%
  • Turnover 23%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:24 AM GMT+0

Morningstar’s Analysis USAWX

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

  • People Pillar

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

Weakness in Victory Sustainable World'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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USAWX

More USAWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.81 52.3 Mil
Technology

NVIDIA Corp

3.51 48.1 Mil
Technology

Apple Inc

2.71 37.2 Mil
Technology

Meta Platforms Inc Class A

2.22 30.5 Mil
Communication Services

Amazon.com Inc

2.14 29.3 Mil
Consumer Cyclical

Alphabet Inc Class C

2.12 29.1 Mil
Communication Services

Eli Lilly and Co

1.49 20.4 Mil
Healthcare

JPMorgan Chase & Co

1.42 19.4 Mil
Financial Services

Mastercard Inc Class A

1.30 17.8 Mil
Financial Services

Novo Nordisk A/S Class B

1.12 15.4 Mil
Healthcare