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Victory Floating Rate R RSFKX

Analyst rating as of
NAV / 1-Day Return
9.30  /  0.11 %
Total Assets
2.3 Bil
Adj. Expense Ratio
1.560%
Expense Ratio
1.560%
Fee Level
High
Longest Manager Tenure
8.75 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
0
Status
Open
TTM Yield
3.35%
Effective Duration
0.94 years
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Morningstar’s Analysis

Will RSFKX outperform in future?

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

Attractive returns with above-average volatility.

Associate Director

Summary

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Victory Floating Rate Fund’s returns look attractive, which partly reflects its aggressive credit profile. Its team, while experienced, is relatively small, though, and saw a departure of two of three managers in early 2021. The strategy’s cheapest share classes thus earn a Morningstar Analyst Rating of Neutral, while its more expensive ones earn that of Negative.

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