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Morningstar

Victory Munder Mid-Cap Core Growth Y MGOYX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 13.72  /  +0.73 %
  • 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 Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0

Morningstar’s Analysis MGOYX

Will MGOYX 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 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.

Weakness in Victory Munder Mid-Cap Core Growth Y'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 strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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 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