The sound due diligence of Victory RS Small Cap Growth’s experienced and exceptionally stable management team overcome concerns about high trading to earn each of the fund’s share classes Morningstar Analyst Rating upgrades to Bronze from Neutral.
Victory RS Small Cap Growth C REGWX
NAV / 1-Day Return
76.28
/
1.72
%
Total Assets
2.8 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
2.160%
Expense Ratio
2.160%
Fee Level
Above Average
Longest Manager Tenure
14.52
years
Category
Small Growth
Investment Style
Small GrowthMin. Initial Investment
2,500
Status
Open
TTM Yield
0.00%
Turnover
72%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will REGWX 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 REGWX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the REGWX 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 REGWX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Experienced stock-pickers make this a solid option.
