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.
Victory RS Large Cap Alpha C RCOCX
- NAV / 1-Day Return 45.66 / 0.00
- Total Assets 527.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.690%
- Distribution Fee Level Average
- Share Class Type Level Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 39%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis RCOCX
Will RCOCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 30.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Fairfax Financial Holdings Ltd | 3.53 | 18.6 Mil | Financial Services |
Citigroup Inc | 3.45 | 18.2 Mil | Financial Services |
Alphabet Inc Class A | 3.33 | 17.6 Mil | Communication Services |
Merck & Co Inc | 3.07 | 16.2 Mil | Healthcare |
The Goldman Sachs Group Inc | 3.06 | 16.2 Mil | Financial Services |
Progressive Corp | 2.97 | 15.7 Mil | Financial Services |
Keurig Dr Pepper Inc | 2.77 | 14.6 Mil | Consumer Defensive |
The Cigna Group | 2.76 | 14.5 Mil | Healthcare |
JPMorgan Chase & Co | 2.71 | 14.3 Mil | Financial Services |
US Foods Holding Corp | 2.35 | 12.4 Mil | Consumer Defensive |