Morningstar

Victory 500 Index Fund Member Shares USSPX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $93.14  /  +0.29 %
  • Fund Size $15.6B
  • Adjusted Expense Ratio 0.220%
  • Net Expense Ratio 0.220%
  • Fee Level: Distribution Low
  • Share Class Type No Load
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 0.78%
  • Turnover Ratio 3%
NAV and 1-Day Return as of

Morningstar’s Analysis USSPX

Will USSPX outperform in the 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 USSPX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory 500 Index Member holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings USSPX

More USSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 38.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.91 1B
Technology

Apple Inc

7.25 1B
Technology

Microsoft Corp

5.60 871M
Technology

Amazon.com Inc

3.65 568M
Consumer Cyclical

Alphabet Inc Class A

2.99 466M
Communication Services

Alphabet Inc Class C

2.59 403M
Communication Services

Broadcom Inc

2.45 381M
Technology

Meta Platforms Inc Class A

2.38 371M
Communication Services

Micron Technology Inc

1.79 279M
Technology

Tesla Inc

1.49 233M
Consumer Cyclical

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