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Victory Munder Mid-Cap Core Growth A MGOAX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 9.64  /  +0.42 %
  • 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 Jun 18, 2024 | 1-Day Return as of Jun 18, 2024, 10:17 PM GMT+0

Morningstar’s Analysis MGOAX

Will MGOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Weakness in Victory Munder Mid-Cap Core Growth A's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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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-costliest quintile among peers.

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Portfolio Holdings MGOAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Financial Services