Skip to Content
Morningstar

Victory Diversified Stock C VDSCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 16.86  /  0.12 %
  • Total Assets 270.3 Mil
  • Adj. Expense Ratio
    2.020%
  • Expense Ratio 2.020%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Growth
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield < 0.01%
  • Turnover 88%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 11:46 PM GMT+0

Morningstar’s Analysis VDSCX

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

People Pillar

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

Weakness in Victory Diversified Stock C's Process and People Pillar ratings limits this strategy 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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VDSCX

More VDSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 81
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 31.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

6.91
19,198,181
Technology

Microsoft Corp

6.10
16,954,806
Technology

Alphabet Inc Class C

4.42
12,280,511
Communication Services

Amazon.com Inc

2.73
7,599,597
Consumer Cyclical

NVIDIA Corp

2.38
6,629,992
Technology

Broadcom Inc

1.86
5,171,618
Technology

Visa Inc Class A

1.84
5,119,356
Financial Services

Stryker Corp

1.70
4,726,454
Healthcare

SPDR® S&P 500 ETF Trust

1.67
4,629,616
—

Kinsale Capital Group Inc

1.56
4,341,094
Financial Services