Skip to Content
Morningstar

Victory Munder Mid-Cap Core Growth R6 MGOSX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 14.21  /  +0.07 %
  • Total Assets 344.5 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 60%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 11:38 PM GMT+0

Morningstar’s Analysis MGOSX

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

  • People Pillar

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

Weakness in Victory Munder Mid-Cap Core Growth R6's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MGOSX

More MGOSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Trane Technologies PLC Class A

2.65 9.1 Mil
Industrials

SPDR® S&P MIDCAP 400 ETF Trust

2.44 8.4 Mil
—

Trex Co Inc

2.35 8.1 Mil
Industrials

Brown & Brown Inc

2.19 7.6 Mil
Financial Services

Live Nation Entertainment Inc

2.14 7.4 Mil
Communication Services

Diamondback Energy Inc

2.03 7.0 Mil
Energy

The Trade Desk Inc Class A

1.91 6.6 Mil
Technology

DexCom Inc

1.88 6.5 Mil
Healthcare

Amphenol Corp Class A

1.86 6.4 Mil
Technology

Evercore Inc Class A

1.84 6.4 Mil
Financial Services