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Morningstar

Victory Science & Technology USSCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 21.14  /  0.91 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield —
  • Turnover 46%

USD | NAV as of Dec 01, 2023 | 1-Day Return as of Dec 01, 2023, 1:54 AM GMT+0

Morningstar’s Analysis USSCX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Victory Science& Technology 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.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings USSCX

More USSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 218
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.89
78,714,265
Technology

Amazon.com Inc

3.92
39,073,129
Consumer Cyclical

Meta Platforms Inc Class A

3.70
36,955,551
Communication Services

Vertex Pharmaceuticals Inc

3.46
34,481,551
Healthcare

NVIDIA Corp

3.35
33,478,570
Technology

Alphabet Inc Class A

2.66
26,561,570
Communication Services

ServiceNow Inc

2.44
24,315,878
Technology

Visa Inc Class A

2.25
22,498,428
Financial Services

Varonis Systems Inc

2.12
21,183,949
Technology

MACOM Technology Solutions Holdings Inc

1.99
19,907,233
Technology