Morningstar

Victory Multi-Cap Fund Class Y MNNYX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $78.98  /  −1.77 %
  • Fund Size $575.2M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.940%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.25%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis MNNYX

Will MNNYX outperform in the 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 MNNYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Multi-Cap Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MNNYX

More MNNYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

10.25 59M
Technology

NVIDIA Corp

5.77 33M
Technology

Microsoft Corp

5.41 31M
Technology

Alphabet Inc Class A

4.83 28M
Communication Services

Amazon.com Inc

3.67 21M
Consumer Cyclical

KLA Corp

2.48 14M
Technology

Eli Lilly and Co

2.44 14M
Healthcare

Micron Technology Inc

2.39 14M
Technology

JPMorgan Chase & Co

2.09 12M
Financial Services

State Street Real Estate Sel SectSPDRETF

1.76 10M
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