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Morningstar

Victory RS Large Cap Alpha C RCOCX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 39.23  /  0.23 %
  • Total Assets 481.6 Mil
  • Adj. Expense Ratio
    1.690%
  • Expense Ratio 1.690%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.18%
  • Turnover 52%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 1:18 AM GMT+00:00

Morningstar’s Analysis RCOCX

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

People Pillar

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

Summary

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Weakness in Victory RS Large Cap Alpha C's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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