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Morningstar

Victory Small Cap Stock Institutional UISCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 12.10  /  0.66 %
  • Total Assets 911.6 Mil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 1,000,000
  • Status Open
  • TTM Yield —
  • Turnover 77%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:18 PM GMT+0

Morningstar’s Analysis UISCX

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

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Victory Small Cap Stock Institutional to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings UISCX

More UISCX Holdings
  • Current Portfolio Date
  • Equity Holdings 522
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.09
9,858,161
Cash and Equivalents

UFP Industries Inc

1.00
9,031,168
Basic Materials

RBC Bearings Inc

0.78
7,055,976
Industrials

CorVel Corp

0.76
6,879,014
Financial Services

Diodes Inc

0.70
6,297,345
Technology

Gibraltar Industries Inc

0.69
6,281,738
Industrials

Evertec Inc

0.66
6,009,180
Technology

Perficient Inc

0.66
5,958,539
Technology

Chart Industries Inc

0.64
5,819,588
Industrials

FormFactor Inc

0.63
5,673,068
Technology