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Morningstar

Victory RS Value Y RSVYX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 26.42  /  0.26 %
  • Total Assets 310.3 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield 0.66%
  • Turnover 69%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:36 AM GMT+00:00

Morningstar’s Analysis RSVYX

Will RSVYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RSVYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RSVYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of RSVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Weakness in Victory RS Value Y's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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