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Morningstar

Victory RS Small Cap Growth R RSEKX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 40.78  /  0.56 %
  • Total Assets 521.1 Mil
  • Adj. Expense Ratio
    1.860%
  • Expense Ratio 1.860%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 105%

USD | NAV as of Dec 06, 2023 | 1-Day Return as of Dec 06, 2023, 11:15 PM GMT+0

Morningstar’s Analysis RSEKX

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

People Pillar

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

Better options exist.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Lower conviction in Victory RS Small Cap Growth’s investment team warrants a People rating downgrade to Average from Above Average, while the Process rating remains at Average.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings RSEKX

More RSEKX Holdings
  • Current Portfolio Date
  • Equity Holdings 102
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

2.61
14,020,584
Technology

FirstCash Holdings Inc

2.27
12,168,064
Financial Services

Clean Harbors Inc

2.20
11,834,026
Industrials

Sprout Social Inc Class A

2.16
11,591,114
Technology

BellRing Brands Inc Class A

2.11
11,357,628
Consumer Defensive

Cash

2.10
11,304,214
Cash and Equivalents

Flywire Corp

1.66
8,897,948
Technology

CyberArk Software Ltd

1.65
8,848,493
Technology

Inspire Medical Systems Inc

1.60
8,604,358
Healthcare

Globant SA

1.55
8,337,399
Technology