Morningstar

Victory RS Mid Cap Growth Fund Class Y RMOYX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $25.63  /  −3.14 %
  • Fund Size $59.2M
  • Adjusted Expense Ratio 0.950%
  • Net Expense Ratio 0.950%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 88%
NAV and 1-Day Return as of

Morningstar’s Analysis RMOYX

Will RMOYX outperform in the 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 RMOYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory RS Mid Cap Growth Y holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RMOYX

More RMOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cloudflare Inc

5.08 3M
Technology

Snowflake Inc Ordinary Shares

3.94 2M
Technology

Natera Inc

3.11 2M
Healthcare

Datadog Inc Class A

3.07 2M
Technology

Rockwell Automation Inc

2.81 2M
Industrials

Revolution Medicines Inc Ordinary Shares

2.73 2M
Healthcare

Robinhood Markets Inc Class A

2.55 2M
Financial Services

Comfort Systems USA Inc

2.51 2M
Industrials

Take-Two Interactive Software Inc

2.47 2M
Communication Services

Astera Labs Inc

2.38 2M
Technology

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