Morningstar

Victory Pioneer Select Mid Cap Growth Fund Class A PGOFX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis PGOFX

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

  • People Pillar

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

Middle of the road.

Associate Analyst Indira Fisher

Indira Fisher

Associate Analyst

Summary

Victory Pioneer Select Mid Cap Growth has undergone several team and process changes in recent years, and their effects are still taking shape. Four experienced portfolio managers run this strategy, with each manager having defined sector responsibilities. The lead is Ken Winston, who oversees the technology, communications, and consumer sectors. David Sobell handles healthcare, and Shaji John covers industrials and materials. In 2023, the team shook things up a bit by adding Timothy Stanish as a fourth comanager to assist with portfolio construction and position sizing. That same year, John took over some of Winston’s tech coverage, driven by technology’s increasing weight in the benchmark and John’s previous experience with that sector.

by Indira Fisher
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