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Victory Small Cap Stock USCAX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 13.85  /  +2.29 %
  • Total Assets 919.7 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 Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 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 People and Process 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 7.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.07 10.7 Mil
Cash and Equivalents

UFP Industries Inc

0.96 9.7 Mil
Basic Materials

RBC Bearings Inc

0.86 8.6 Mil
Industrials

CorVel Corp

0.86 8.6 Mil
Financial Services

Diodes Inc

0.72 7.3 Mil
Technology

FormFactor Inc

0.67 6.7 Mil
Technology

WillScot Mobile Mini Holdings Corp

0.61 6.1 Mil
Industrials

Casella Waste Systems Inc Class A

0.61 6.1 Mil
Industrials

Stifel Financial Corp

0.60 6.0 Mil
Financial Services

Gibraltar Industries Inc

0.60 6.0 Mil
Industrials