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Morningstar

Victory Trivalent International Sm-Cp A MISAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
12.93  /  0.62 %
Total Assets
2.8 Bil
Adj. Expense Ratio
1.370%
Expense Ratio
1.370%
Fee Level
Average
Longest Manager Tenure
15.28 years
Category
Foreign Small/Mid Blend
Investment Style
Mid Blend
Min. Initial Investment
2,500
Status
Limited
TTM Yield
1.79%
Turnover
68%

USD | NAV as of Nov 25, 2022 | 1-Day Return as of Nov 25, 2022, 11:21 PM GMT+00:00

Morningstar’s Fund Analysis MISAX

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

People Pillar

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

A veteran team gives this fund an advantage.

Associate Director

Summary

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Victory Trivalent International Small-Cap’s stable management team earns it a Morningstar Analyst Rating of Bronze for its cheaper share classes, while pricier ones get Neutral.

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