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Morningstar

Victory RS Small Cap Growth C REGWX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 41.46  /  +0.07 %
  • Total Assets 540.8 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 May 07, 2024 | 1-Day Return as of May 07, 2024, 10:24 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.

  • 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.

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.

by Andrew Daniels
Published on

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Portfolio Holdings REGWX

More REGWX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.50 14.5 Mil
Technology

Sprout Social Inc Class A

2.29 13.3 Mil
Technology

MACOM Technology Solutions Holdings Inc

2.03 11.8 Mil
Technology

MicroStrategy Inc Class A

1.99 11.5 Mil
Technology

Freshpet Inc

1.82 10.5 Mil
Consumer Defensive

FirstCash Holdings Inc

1.75 10.1 Mil
Financial Services

Semtech Corp

1.72 9.9 Mil
Technology

Varonis Systems Inc

1.63 9.5 Mil
Technology

The AZEK Co Inc Class A

1.62 9.4 Mil
Industrials

Weatherford International PLC Ordinary Shares - New

1.60 9.2 Mil
Energy