Morningstar

Victory Mid-Cap Core Growth Fund Class Y MGOYX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $14.37  /  +0.70 %
  • Fund Size $311.0M
  • Adjusted Expense Ratio 1.000%
  • Net Expense Ratio 0.990%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.03%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

Morningstar’s Analysis MGOYX

Will MGOYX outperform in the 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 MGOYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Mid-Cap Core Growth Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MGOYX

More MGOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NetApp Inc

2.20 7M
Technology

Allstate Corp

2.19 7M
Financial Services

Halozyme Therapeutics Inc

2.15 6M
Healthcare

Valero Energy Corp

2.07 6M
Energy

Affiliated Managers Group Inc

2.01 6M
Financial Services

Synchrony Financial

1.82 5M
Financial Services

Ralph Lauren Corp Class A

1.80 5M
Consumer Cyclical

FirstEnergy Corp

1.66 5M
Utilities

EMCOR Group Inc

1.63 5M
Industrials

Ross Stores Inc

1.62 5M
Consumer Cyclical

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