On May 1, 2024, Trevor Martin was appointed a comanager on Victory RS Small Cap Growth and Victory RS Mid Cap Growth, among other offerings. Martin joined the team as a research associate in 2014 and gradually took on additional responsibilities thereafter. Indeed, his promotion to portfolio manager from analyst reflects his contributions to the team over the years. Lead manager Scott Tracy remains in place, as do fellow comanagers Stephen Bishop, Melissa Chadwick-Dunn, Christopher Clark, and Paul Leung, all of whom will continue working collectively on portfolio construction alongside Martin. The strategies' Morningstar Medalist Ratings remain intact.
Victory RS Mid Cap Growth A RSMOX
- NAV / 1-Day Return 19.06 / −0.10 %
- Total Assets 69.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.200%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 119%
USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0
Morningstar’s Analysis RSMOX
Will RSMOX 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 23.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 3.52 | 2.6 Mil | Technology |
Chart Industries Inc | 2.51 | 1.8 Mil | Industrials |
AppLovin Corp Ordinary Shares - Class A | 2.45 | 1.8 Mil | Technology |
FirstCash Holdings Inc | 2.44 | 1.8 Mil | Financial Services |
Clean Harbors Inc | 2.29 | 1.7 Mil | Industrials |
Natera Inc | 2.19 | 1.6 Mil | Healthcare |
DexCom Inc | 2.04 | 1.5 Mil | Healthcare |
Weatherford International PLC Ordinary Shares - New | 2.04 | 1.5 Mil | Energy |
Burlington Stores Inc | 2.03 | 1.5 Mil | Consumer Cyclical |
The Trade Desk Inc Class A | 2.02 | 1.5 Mil | Technology |