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Morningstar

Victory Munder Multi-Cap C MNNCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 36.04  /  +1.12 %
  • Total Assets 462.9 Mil
  • Adj. Expense Ratio
    2.160%
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 83%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0

Morningstar’s Analysis MNNCX

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

  • People Pillar

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

Weakness in Victory Munder Multi-Cap C'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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MNNCX

More MNNCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.91 32.5 Mil
Technology

NVIDIA Corp

5.52 25.9 Mil
Technology

Alphabet Inc Class A

5.27 24.7 Mil
Communication Services

Apple Inc

4.99 23.4 Mil
Technology

Amazon.com Inc

4.83 22.7 Mil
Consumer Cyclical

Eli Lilly and Co

2.78 13.0 Mil
Healthcare

Meta Platforms Inc Class A

2.58 12.1 Mil
Communication Services

Broadcom Inc

1.61 7.5 Mil
Technology

Visa Inc Class A

1.60 7.5 Mil
Financial Services

Cadence Design Systems Inc

1.55 7.3 Mil
Technology