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Victory Small Cap Stock USCAX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 13.35  /  −1.62 %
  • Total Assets 889.8 Mil
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.18%
  • Turnover 77%

USD | NAV as of May 23, 2024 | 1-Day Return as of May 23, 2024, 10:21 PM GMT+0

Morningstar’s Analysis USCAX

Will USCAX outperform in future?

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

Weakness in Victory Small Cap Stock's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings USCAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.02 9.4 Mil
Cash and Equivalents

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Financial Services

RBC Bearings Inc

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Industrials

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Basic Materials

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Industrials

FormFactor Inc

0.67 6.2 Mil
Technology

Boise Cascade Co

0.59 5.5 Mil
Basic Materials

Atmus Filtration Technologies Inc

0.59 5.4 Mil
Industrials

Vericel Corp

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Healthcare

Indie Semiconductor Inc Ordinary Shares - Class A

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Technology