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Morningstar

Victory Integrity Small-Cap Value C MCVSX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 25.80  /  2.77 %
  • Total Assets 1.5 Bil
  • Adj. Expense Ratio
    2.250%
  • Expense Ratio 2.250%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.00
  • Turnover 58%

USD | NAV as of Jun 07, 2023 | 1-Day Return as of Jun 07, 2023, 10:15 PM GMT+0

Morningstar’s Analysis MCVSX

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

People Pillar

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

Victory Integrity Small-Cap Value C's Average People and Parent ratings limit this strategy to a Morningstar Medalist Rating of Neutral.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MCVSX

More MCVSX Holdings
  • Current Portfolio Date
  • Equity Holdings 125
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 11.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.41
21,206,717
Cash and Equivalents

Meritage Homes Corp

1.34
20,176,128
Consumer Cyclical

SouthState Corp

1.22
18,413,584
Financial Services

Stag Industrial Inc

1.17
17,603,310
Real Estate

Cinemark Holdings Inc

1.13
16,962,326
Communication Services

Belden Inc

1.11
16,642,486
Technology

ONE Gas Inc

1.09
16,368,918
Utilities

Century Communities Inc

1.07
16,127,016
Consumer Cyclical

Valley National Bancorp

1.07
16,114,560
Financial Services

Visteon Corp

1.07
16,060,176
Consumer Cyclical