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Morningstar

Victory Trivalent International Sm-Cp C MCISX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 14.38  /  +0.91 %
  • Total Assets 3.4 Bil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.50%
  • Turnover 54%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis MCISX

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

  • People Pillar

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

A veteran group.

Associate Analyst Tony Thorn

Tony Thorn

Associate Analyst

Summary

A stable and experienced management team give Victory Trivalent International Small-Cap an edge at the right price.

by Tony Thorn
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MCISX

More MCISX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 8.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Celestica Inc Shs Sub-Voting

1.52 53.4 Mil
Technology

Cash

1.06 37.2 Mil
Cash and Equivalents

Sopra Steria Group SA

0.83 29.1 Mil
Technology

Daido Steel Co Ltd

0.82 28.8 Mil
Basic Materials

Banco BPM SpA

0.79 27.6 Mil
Financial Services

Arkema SA

0.78 27.5 Mil
Basic Materials

Ebara Corp

0.77 26.9 Mil
Industrials

Fugro NV

0.74 26.1 Mil
Energy

Swissquote Group Holding SA

0.74 26.0 Mil
Financial Services

Bank of Ireland Group PLC

0.74 25.9 Mil
Financial Services