Skip to Content
Morningstar

Victory RS Investors C RIVCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 11.42  /  0.70 %
  • Total Assets 40.5 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 Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield —
  • Turnover 69%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:20 PM 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 Low 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 highest 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 30
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 42.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fairfax Financial Holdings Ltd

5.59
2,329,776
Financial Services

Vistra Corp

5.37
2,238,862
Utilities

Markel Group Inc

5.04
2,102,434
Financial Services

Progressive Corp

4.78
1,993,492
Financial Services

Cash

4.01
1,671,234
Cash and Equivalents

Cboe Global Markets Inc

3.95
1,645,079
Financial Services

White Mountains Insurance Group Ltd

3.93
1,638,914
Financial Services

Encompass Health Corp

3.93
1,637,228
Healthcare

Verint Systems Inc

3.67
1,529,668
Technology

Brown & Brown Inc

3.37
1,406,401
Financial Services