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Morningstar

Victory RS Small Cap Growth Y RSYEX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 50.57  /  0.49 %
  • Total Assets 535.4 Mil
  • Adj. Expense Ratio
    1.130%
  • Expense Ratio 1.130%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 105%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:41 PM GMT+0

Morningstar’s Analysis RSYEX

Will RSYEX 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 RSYEX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the RSYEX 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 RSYEX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Better options exist.

Associate Director Andrew Daniels

Andrew Daniels

Associate Director

Summary

Lower conviction in Victory RS Small Cap Growth’s investment team warrants a People rating downgrade to Average from Above Average, while the Process rating remains at Average.

by Andrew Daniels
Rated on Published on

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Portfolio Holdings RSYEX

More RSYEX Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MACOM Technology Solutions Holdings Inc

2.80
18,007,841
Technology

Cash

2.70
17,380,919
Cash and Equivalents

BellRing Brands Inc Class A

2.07
13,280,310
Consumer Defensive

Inspire Medical Systems Inc

1.88
12,063,622
Healthcare

Advanced Energy Industries Inc

1.84
11,839,334
Industrials

Clean Harbors Inc

1.83
11,779,765
Industrials

Sprout Social Inc Class A

1.83
11,774,031
Technology

Permian Resources Corp Class A

1.75
11,260,633
Energy

Ralph Lauren Corp Class A

1.74
11,182,077
Consumer Cyclical

Matador Resources Co

1.60
10,316,981
Energy