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Victory Floating Rate A RSFLX

Analyst rating as of
NAV / 1-Day Return
8.27  /  0.03 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.000%
Expense Ratio
1.000%
Distribution Fee Level
Below Average
Share Class Type
Front Load
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,500
Status
Open
TTM Yield
5.68%
Effective Duration
0.28 years

Morningstar’s Analysis RSFLX

Will RSFLX 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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