Morningstar

Victory S&P 500 Index Fund Class Y MUXYX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $31.42  /  −1.23 %
  • Fund Size $298.1M
  • Adjusted Expense Ratio 0.430%
  • Net Expense Ratio 0.370%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.65%
  • Turnover Ratio 5%
NAV and 1-Day Return as of

Morningstar’s Analysis MUXYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory S&P 500 Index Y holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings MUXYX

More MUXYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.31 25M
Technology

Apple Inc

7.31 22M
Technology

Microsoft Corp

5.73 17M
Technology

Amazon.com Inc

3.64 11M
Consumer Cyclical

Alphabet Inc Class A

3.01 9M
Communication Services

Broadcom Inc

2.49 7M
Technology

Alphabet Inc Class C

2.41 7M
Communication Services

Meta Platforms Inc Class A

2.38 7M
Communication Services

Micron Technology Inc

1.79 5M
Technology

Tesla Inc

1.49 4M
Consumer Cyclical

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