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Victory RS Small Cap Growth C REGWX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 41.21  /  −2.76 %
  • Total Assets 506.2 Mil
  • Adj. Expense Ratio
    2.160%
  • Expense Ratio 2.160%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield
  • Turnover 129%

USD | NAV as of Jul 24, 2024 | 1-Day Return as of Jul 24, 2024, 10:20 PM GMT+0

Morningstar’s Analysis REGWX

Will REGWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Comanager Addition to the Victory RS Growth Team's Funds; Ratings Unchanged

null Andrew Daniels

Andrew Daniels

Analyst Note

On May 1, 2024, Trevor Martin was appointed a comanager on Victory RS Small Cap Growth and Victory RS Mid Cap Growth, among other offerings. Martin joined the team as a research associate in 2014 and gradually took on additional responsibilities thereafter. Indeed, his promotion to portfolio manager from analyst reflects his contributions to the team over the years. Lead manager Scott Tracy remains in place, as do fellow comanagers Stephen Bishop, Melissa Chadwick-Dunn, Christopher Clark, and Paul Leung, all of whom will continue working collectively on portfolio construction alongside Martin. The strategies' Morningstar Medalist Ratings remain intact.

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Portfolio Holdings REGWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fabrinet

2.01 9.9 Mil
Technology

Skyline Champion Corp

1.96 9.7 Mil
Consumer Cyclical

American Eagle Outfitters Inc

1.95 9.6 Mil
Consumer Cyclical

Applied Industrial Technologies Inc

1.88 9.3 Mil
Industrials

Moog Inc A

1.87 9.2 Mil
Industrials

Varonis Systems Inc

1.80 8.9 Mil
Technology

The AZEK Co Inc Class A

1.74 8.6 Mil
Industrials

Under Armour Inc Class C

1.72 8.5 Mil
Consumer Cyclical

Chart Industries Inc

1.58 7.8 Mil
Industrials

FirstCash Holdings Inc

1.49 7.3 Mil
Financial Services