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Morningstar

Victory RS Growth C RGWCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 16.21  /  2.00 %
  • Total Assets 248.8 Mil
  • Adj. Expense Ratio
    1.930%
  • Expense Ratio 1.930%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Growth
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 96%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:33 PM GMT+0

Morningstar’s Analysis RGWCX

Will RGWCX 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 RGWCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RGWCX 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 RGWCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Victory RS Growth C earns a Morningstar Medalist Rating of Negative with strength in areas such as People offset by weaker spots such as Process.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RGWCX

More RGWCX Holdings
  • Current Portfolio Date
  • Equity Holdings 48
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 56.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Apple Inc

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30,377,254
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NVIDIA Corp

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Alphabet Inc Class C

4.93
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Communication Services

Amazon.com Inc

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Consumer Cyclical

Visa Inc Class A

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Financial Services

Eli Lilly and Co

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Tesla Inc

3.64
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Meta Platforms Inc Class A

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Vertex Pharmaceuticals Inc

2.96
7,763,135
Healthcare