Victory RS Small Cap Growth Fund Class C REGWX

Morningstar Medalist Rating
  • NAV / 1-Day Return$49.71  /  −1.78%
  • Fund Size$333.7M
  • Adjusted Expense Ratio2.160%
  • Net Expense Ratio2.160%
  • Fee Level: DistributionHigh
  • Share Class TypeLevel Load
  • Morningstar CategorySmall Growth
  • Equity Style Box (Funds)Small Growth
  • Minimum Initial Investment$2,500
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio95%

Morningstar’s Analysis REGWX

Will REGWX outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory RS Small Cap Growth C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings REGWX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Guardant Health Inc

2.709M
Healthcare

Mercury Systems Inc

2.328M
Industrials

Adaptive Biotechnologies Corp

2.238M
Healthcare

MSC Industrial Direct Co Inc Class A

2.097M
Industrials

Semtech Corp

2.057M
Technology

FirstCash Holdings Inc

1.957M
Financial Services

Riot Platforms Inc

1.947M
Financial Services

Spyre Therapeutics Inc

1.866M
Healthcare

Halozyme Therapeutics Inc

1.776M
Healthcare

JFrog Ltd Ordinary Shares

1.746M
Technology

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