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Morningstar

Victory Munder Mid-Cap Core Growth A MGOAX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 9.79  /  +0.72 %
  • Total Assets 344.5 Mil
  • Adj. Expense Ratio
    1.280%
  • Expense Ratio 1.280%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 60%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0

Morningstar’s Analysis MGOAX

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

  • People Pillar

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

Weakness in Victory Munder Mid-Cap Core Growth A'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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MGOAX

More MGOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

2.55 8.1 Mil
Technology

Brown & Brown Inc

2.42 7.7 Mil
Financial Services

Trane Technologies PLC Class A

2.34 7.5 Mil
Industrials

Evercore Inc Class A

2.34 7.5 Mil
Financial Services

Avery Dennison Corp

1.97 6.3 Mil
Consumer Cyclical

Sempra

1.94 6.2 Mil
Utilities

The Trade Desk Inc Class A

1.94 6.2 Mil
Technology

Monolithic Power Systems Inc

1.93 6.2 Mil
Technology

AMETEK Inc

1.91 6.1 Mil
Industrials

Arch Capital Group Ltd

1.87 6.0 Mil
Financial Services