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Victory Floating Rate R RSFKX

Analyst rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 8.43  /  0.03 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.560%
  • Expense Ratio 1.560%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Bank Loan
  • Credit Quality / Interest Rate Sensitivity Low / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 5.75%
  • Effective Duration 0.33 years

Morningstar’s Analysis RSFKX

Will RSFKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

For investors willing to take on the risk of serious occasional underperformance.

Associate Director

Summary

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Victory Floating Rate’s returns have been above average, but at the cost of above average volatility; both reflect its aggressive credit profile. Its team, while experienced, is relatively small and saw the departure of two of its three managers in early 2021. The strategy’s cheapest share classes continue to carry a Morningstar Analyst Rating of Neutral, while its more expensive ones are rated Negative.

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