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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 24.03  /  +1.22 %
  • Total Assets 1.1 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:18 PM 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

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Portfolio Holdings USSCX

More USSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 36.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

7.99 96.0 Mil
Technology

NVIDIA Corp

7.06 84.8 Mil
Technology

Meta Platforms Inc Class A

6.32 76.0 Mil
Communication Services

Amazon.com Inc

3.45 41.5 Mil
Consumer Cyclical

Alphabet Inc Class A

2.77 33.3 Mil
Communication Services

ServiceNow Inc

2.37 28.5 Mil
Technology

AppLovin Corp Ordinary Shares - Class A

1.79 21.5 Mil
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Varonis Systems Inc

1.74 20.9 Mil
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Vertex Pharmaceuticals Inc

1.71 20.5 Mil
Healthcare

Apple Inc

1.66 20.0 Mil
Technology