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Morningstar

Victory Trivalent International Sm-Cp I MISIX

Morningstar Analyst Rating
Analyst rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 14.16  /  0.43 %
  • Total Assets 3.0 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.970%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Foreign Small/Mid Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000,000
  • Status Limited
  • TTM Yield 1.12%
  • Turnover 68%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:36 AM GMT+00:00

Morningstar’s Analysis MISIX

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.

Its veteran, stable team helps.

Analyst

Summary

| by Anthony Thorn

Victory Trivalent International Small-Cap’s experienced and stable management team earns it a Morningstar Analyst Rating of Bronze for its two cheapest share classes, while its pricier three are rated Neutral. The fund is closed to most new investors.

Unlock our full analysis with Morningstar Investor