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Victory Diversified Stock R GRINX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 19.33  /  0.05 %
  • Total Assets 295.6 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 88%

Morningstar’s Analysis GRINX

Will GRINX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Victory Diversified Stock R'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 highest quintile among peers.

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Portfolio Holdings GRINX

  • Current Portfolio Date
  • Equity Holdings 81
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 32.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
6.71
19,257,008
Technology
6.14
17,618,998
Technology
4.61
13,228,113
Communication Services
2.85
8,189,870
Consumer Cyclical
2.37
6,803,842
Healthcare

SPDR® S&P 500 ETF Trust

2.26
6,497,488
2.15
6,164,934
Financial Services
1.90
5,466,238
Technology
1.81
5,189,036
Financial Services

Cash

1.56
4,473,067
Cash and Equivalents