Morningstar

Victory Pioneer Select Mid Cap Growth Fund Class A PGOFX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $55.17  /  +1.30 %
  • Fund Size $1.9B
  • Adjusted Expense Ratio 0.990%
  • Net Expense Ratio 0.980%
  • Fee Level: Distribution Low
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

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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Portfolio Holdings PGOFX

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

Cloudflare Inc

3.46 68M
Technology

W.W. Grainger Inc

3.01 59M
Industrials

Vertiv Holdings Co Class A

2.97 58M
Industrials

SanDisk Corp Ordinary Shares

2.95 58M
Technology

Western Digital Corp

2.89 57M
Technology

Flex Ltd

2.88 57M
Technology

Advanced Micro Devices Inc

2.78 55M
Technology

Royal Caribbean Group

2.56 50M
Consumer Cyclical

Datadog Inc Class A

2.56 50M
Technology

Siemens Energy AG Ordinary Shares

2.47 49M
Industrials

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