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Victory RS Investors Y RSIYX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 16.22  /  0.00
  • Total Assets 42.1 Mil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 0.48%
  • Turnover 69%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:20 PM GMT+0

Morningstar’s Analysis RSIYX

Will RSIYX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Victory RS Investors Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings RSIYX

  • 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