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Morningstar

Victory RS Small Cap Growth C REGWX

Morningstar Analyst Rating
Analyst rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 36.47  /  1.24 %
  • Total Assets 766.2 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 < 0.01%
  • Turnover 92%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis REGWX

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.

A solid investment team, but process questions lead to a downgrade.

Associate Director

Summary

| by Andrew Daniels

Victory RS Small Cap Growth retains merit at the right price, but lower conviction in the investment approach drops some of its Morningstar Analyst Ratings to Neutral from Bronze, while the cheaper ones stay at Bronze.

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