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Morningstar

Victory Trivalent Intl Fd-Core Eq A MAICX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 7.79  /  +0.26 %
  • Total Assets 208.7 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 3.28%
  • Turnover 49%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis MAICX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Victory Trivalent Intl Fd-Core Eq A to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MAICX

More MAICX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Novo Nordisk A/S Class B

2.55 5.5 Mil
Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

2.10 4.6 Mil
Technology

Novartis AG Registered Shares

1.53 3.3 Mil
Healthcare

Stellantis NV

1.35 2.9 Mil
Consumer Cyclical

Siemens AG

1.28 2.8 Mil
Industrials

Samsung Electronics Co Ltd

1.22 2.6 Mil
Technology

Holcim Ltd

0.94 2.0 Mil
Basic Materials

Fairfax Financial Holdings Ltd

0.93 2.0 Mil
Financial Services

Sumitomo Mitsui Financial Group Inc

0.93 2.0 Mil
Financial Services

3i Group Ord

0.92 2.0 Mil
Financial Services