Victory Trivalent Small Cap's experienced, specialized group earns its R6 shares an upgraded Morningstar Analyst Rating of Bronze to match the Institutional offering, while the pricier shares stay at Neutral.
Will MISAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of MISAX’s parent organization’s priorities and whether they’re in line with investors’ interests.