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Morningstar

Victory S&P 500 Index Y MUXYX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 21.95  /  1.04 %
  • Total Assets 228.4 Mil
  • Adj. Expense Ratio
    0.440%
  • Expense Ratio 0.440%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.17%
  • Turnover 5%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 12:27 AM GMT+00:00

Morningstar’s Analysis MUXYX

Will MUXYX 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 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.

Summary

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Victory S&P 500 Index Y’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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