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Morningstar

Victory Strategic Allocation R VBFGX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 17.65  /  0.00
  • Total Assets 25.2 Mil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 1.330%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.08%
  • Turnover 22%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:28 AM GMT+00:00

Morningstar’s Analysis VBFGX

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

People Pillar

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

Summary

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Victory Strategic Allocation R's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. 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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