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.
Victory RS Small Cap Growth A RSEGX
- NAV / 1-Day Return 56.65 / +1.76 %
- Total Assets 507.7 Mil
-
Adj. Expense Ratio
1.400%
- Expense Ratio 1.400%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 129%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0
Morningstar’s Analysis RSEGX
Will RSEGX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Fabrinet | 2.01 | 9.9 Mil | Technology |
Skyline Champion Corp | 1.96 | 9.7 Mil | Consumer Cyclical |
American Eagle Outfitters Inc | 1.95 | 9.6 Mil | Consumer Cyclical |
Applied Industrial Technologies Inc | 1.88 | 9.3 Mil | Industrials |
Moog Inc A | 1.87 | 9.2 Mil | Industrials |
Varonis Systems Inc | 1.80 | 8.9 Mil | Technology |
The AZEK Co Inc Class A | 1.74 | 8.6 Mil | Industrials |
Under Armour Inc Class C | 1.72 | 8.5 Mil | Consumer Cyclical |
Chart Industries Inc | 1.58 | 7.8 Mil | Industrials |
FirstCash Holdings Inc | 1.49 | 7.3 Mil | Financial Services |