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Victory Munder Mid-Cap Core Growth Y MGOYX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 12.98  /  −0.08 %
  • Total Assets 344.5 Mil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield
  • Turnover 60%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MGOYX

Will MGOYX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings MGOYX

  • 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

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Industrials

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Trex Co Inc

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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