Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.
Victory RS Investors A RSINX
- NAV / 1-Day Return 16.61 / +1.34 %
- Total Assets 44.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.330%
- Distribution Fee Level High
- Share Class Type Front Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 2,500
- Status Open
- TTM Yield 0.20%
- Turnover 36%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0
Morningstar’s Analysis RSINX
Will RSINX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 41.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Progressive Corp | 5.38 | 2.0 Mil | Financial Services |
Fairfax Financial Holdings Ltd | 4.82 | 1.8 Mil | Financial Services |
White Mountains Insurance Group Ltd | 4.76 | 1.8 Mil | Financial Services |
Vistra Corp | 4.48 | 1.7 Mil | Utilities |
Cash | 4.35 | 1.6 Mil | Cash and Equivalents |
Keurig Dr Pepper Inc | 3.99 | 1.5 Mil | Consumer Defensive |
Alphabet Inc Class A | 3.96 | 1.5 Mil | Communication Services |
Nomad Foods Ltd | 3.93 | 1.5 Mil | Consumer Defensive |
TKO Group Holdings Inc | 3.65 | 1.4 Mil | Communication Services |
Plains GP Holdings LP Class A | 3.46 | 1.3 Mil | Energy |