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Morningstar

Victory RS Investors C RIVCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 13.31  /  −0.82 %
  • Total Assets 47.2 Mil
  • Adj. Expense Ratio
    2.070%
  • Expense Ratio 2.070%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 36%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:00 AM GMT+0

Morningstar’s Analysis RIVCX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Victory RS Investors C to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RIVCX

More RIVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 39.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Progressive Corp

5.38 2.0 Mil
Financial Services

Fairfax Financial Holdings Ltd

4.82 1.8 Mil
Financial Services

White Mountains Insurance Group Ltd

4.76 1.8 Mil
Financial Services

Vistra Corp

4.48 1.7 Mil
Utilities

Cash

4.35 1.6 Mil
Cash and Equivalents

Keurig Dr Pepper Inc

3.99 1.5 Mil
Consumer Defensive

Alphabet Inc Class A

3.96 1.5 Mil
Communication Services

Nomad Foods Ltd

3.93 1.5 Mil
Consumer Defensive

TKO Group Holdings Inc

3.65 1.4 Mil
Communication Services

Plains GP Holdings LP Class A

3.46 1.3 Mil
Energy