Victory Small Cap Stock holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
Victory Small Cap Stock Fund USCAX
- NAV / 1-Day Return 16.25 / +0.93 %
- Total Assets 960.5M
-
Adj. Expense Ratio
1.010%
- Expense Ratio 1.010%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 3,000
- Status Open
- TTM Yield 0.25%
- Turnover 70%
USD | NAV as of Jun 13, 2026 | 1-Day Return as of Jun 13, 2026, 12:15 AM GMT+0
Morningstar’s Analysis USCAX
Will USCAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the USCAX 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 USCAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 7.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash | 1.13 | 9M | Cash and Equivalents |
Sterling Infrastructure Inc | 0.95 | 8M | Industrials |
Scorpio Tankers Inc | 0.81 | 7M | Energy |
Gates Industrial Corp PLC | 0.74 | 6M | Industrials |
Argan Inc | 0.71 | 6M | Industrials |
Terex Corp | 0.70 | 6M | Industrials |
Carpenter Technology Corp | 0.69 | 6M | Industrials |
Black Hills Corp | 0.68 | 6M | Utilities |
Porch Group Inc Ordinary Shares - Class A | 0.64 | 5M | Financial Services |
RBC Bearings Inc | 0.62 | 5M | Industrials |
United States