Morningstar

Victory Science & Technology Fund Class A USTCX

Morningstar Medalist Rating
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Medalist Rating as of See Victory Capital Investment Hub
  • NAV / 1-Day Return $36.63  /  +1.44 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.280%
  • Net Expense Ratio 1.280%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Technology
  • Equity Style Box (Funds) Large Growth
  • Minimum Initial Investment $3,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 42%
NAV and 1-Day Return as of

Morningstar’s Analysis USTCX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Science & Technology Class A holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings USTCX

More USTCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.73 158M
Technology

Microsoft Corp

6.75 109M
Technology

Meta Platforms Inc Class A

5.31 86M
Communication Services

Broadcom Inc

2.99 48M
Technology

Alphabet Inc Class A

2.97 48M
Communication Services

Lam Research Corp

2.74 44M
Technology

Apple Inc

2.47 40M
Technology

Guardant Health Inc

2.44 40M
Healthcare

Arista Networks Inc

2.42 39M
Technology

Amazon.com Inc

2.27 37M
Consumer Cyclical

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