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Morningstar

Victory Munder Mid-Cap Core Growth R MMSRX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 6.57  /  1.05 %
  • Total Assets 325.2 Mil
  • Adj. Expense Ratio
    1.570%
  • Expense Ratio 1.570%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 60%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 12:56 AM GMT+0

Morningstar’s Analysis MMSRX

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

People Pillar

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

Weakness in Victory Munder Mid-Cap Core Growth R's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MMSRX

More MMSRX Holdings
  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kinsale Capital Group Inc

2.59
8,241,187
Financial Services

Trane Technologies PLC Class A

2.19
6,959,813
Industrials

Brown & Brown Inc

2.15
6,830,352
Financial Services

The Trade Desk Inc Class A

2.10
6,674,010
Technology

Live Nation Entertainment Inc

2.06
6,555,510
Communication Services

Amphenol Corp Class A

2.02
6,418,516
Technology

Tyler Technologies Inc

1.97
6,255,468
Technology

Verisk Analytics Inc

1.95
6,189,488
Industrials

Fair Isaac Corp

1.94
6,166,563
Technology

Diamondback Energy Inc

1.93
6,148,736
Energy