Advertisement
Skip to Content
Morningstar

Victory Diversified Stock R GRINX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.24  /  1.26 %
  • Total Assets 265.1 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.08%
  • Turnover 49%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GRINX

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

People Pillar

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

Summary

|

Weakness in Victory Diversified Stock R's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

Unlock our full analysis with Morningstar Investor