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Morningstar

Victory 500 Index Reward USPRX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 64.12  /  −1.60 %
  • Total Assets 11.6 Bil
  • Adj. Expense Ratio
    0.150%
  • Expense Ratio 0.150%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.24%
  • Turnover 7%

USD | NAV as of Apr 30, 2024 | 1-Day Return as of Apr 30, 2024, 10:18 PM GMT+0

Morningstar’s Analysis USPRX

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

  • People Pillar

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

Victory 500 Index Reward’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings USPRX

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