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Morningstar

Victory Integrity Mid-Cap Value Y MYIMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 22.85  /  1.08 %
  • Total Assets 320.0 Mil
  • Adj. Expense Ratio
    0.750%
  • Expense Ratio 0.750%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 1.44%
  • Turnover 70%

USD | NAV as of Jan 30, 2023 | 1-Day Return as of Jan 30, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis MYIMX

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

People Pillar

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

Summary

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Victory Integrity Mid-Cap Value 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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