Skip to Content

Victory Floating Rate Y RSFYX

Analyst rating as of
NAV / 1-Day Return
8.50  /  0.01 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.780%
Expense Ratio
0.780%
Fee Level
Above Average
Longest Manager Tenure
9.16 years
Category
Bank Loan
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
1,000,000
Status
Open
TTM Yield
4.38%
Effective Duration
0.31 years

Morningstar’s Analysis

Will RSFYX 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

| |

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.

Unlock our full analysis with Morningstar Investor