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.
Victory RS Small Cap Growth R6 RSEJX
- NAV / 1-Day Return 60.15 / −0.59 %
- Total Assets 531.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.060%
- Distribution Fee Level High
- Share Class Type Retirement, Large
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 129%
USD | NAV as of May 10, 2024 | 1-Day Return as of May 10, 2024, 10:16 PM GMT+0
Morningstar’s Analysis RSEJX
Will RSEJX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 2.50 | 14.5 Mil | Technology |
Sprout Social Inc Class A | 2.29 | 13.3 Mil | Technology |
MACOM Technology Solutions Holdings Inc | 2.03 | 11.8 Mil | Technology |
MicroStrategy Inc Class A | 1.99 | 11.5 Mil | Technology |
Freshpet Inc | 1.82 | 10.5 Mil | Consumer Defensive |
FirstCash Holdings Inc | 1.75 | 10.1 Mil | Financial Services |
Semtech Corp | 1.72 | 9.9 Mil | Technology |
Varonis Systems Inc | 1.63 | 9.5 Mil | Technology |
The AZEK Co Inc Class A | 1.62 | 9.4 Mil | Industrials |
Weatherford International PLC Ordinary Shares - New | 1.60 | 9.2 Mil | Energy |