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.
Victory Trivalent International Sm-Cp I MISIX
NAV / 1-Day Return
16.18
/
0.19
%
Total Assets
3.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.970%
Expense Ratio
0.970%
Fee Level
Below Average
Longest Manager Tenure
14.43
years
Category
Foreign Small/Mid Blend
Investment Style
Mid BlendMin. Initial Investment
2,000,000
Status
Open
TTM Yield
1.63%
Turnover
64%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will MISIX 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 MISIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the MISIX 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 MISIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The strategy's seasoned team gives it a slight edge.
