Morningstar

Victory Diversified Stock Fund Class Y VDSYX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 26.95  /  +0.56 %
  • Total Assets 397.6M
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 0.28%
  • Turnover 92%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VDSYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Victory Diversified Stock Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings VDSYX

More VDSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.85 28M
Technology

Apple Inc

7.77 28M
Technology

Microsoft Corp

5.95 21M
Technology

Alphabet Inc Class C

5.29 19M
Communication Services

Eli Lilly and Co

1.98 7M
Healthcare

State Street Real Estate Sel SectSPDRETF

1.97 7M
—

Broadcom Inc

1.86 7M
Technology

KLA Corp

1.51 5M
Technology

EOG Resources Inc

1.49 5M
Energy

JPMorgan Chase & Co

1.47 5M
Financial Services

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