On May 1, 2024, Trevor Martin was appointed a comanager on Victory RS Small Cap Growth and Victory RS Mid Cap Growth, among other offerings. Martin joined the team as a research associate in 2014 and gradually took on additional responsibilities thereafter. Indeed, his promotion to portfolio manager from analyst reflects his contributions to the team over the years. Lead manager Scott Tracy remains in place, as do fellow comanagers Stephen Bishop, Melissa Chadwick-Dunn, Christopher Clark, and Paul Leung, all of whom will continue working collectively on portfolio construction alongside Martin. The strategies' Morningstar Medalist Ratings remain intact.
Victory RS Mid Cap Growth A RSMOX
- NAV / 1-Day Return 20.02 / −0.55 %
- Total Assets 78.0 Mil
-
Adj. Expense Ratio
1.200%
- Expense Ratio 1.200%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 2,500
- Status Open
- TTM Yield —
- Turnover 119%
USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:20 PM GMT+0
Morningstar’s Analysis RSMOX
Will RSMOX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
The Trade Desk Inc Class A | 3.44 | 2.8 Mil | Technology |
CrowdStrike Holdings Inc Class A | 3.35 | 2.7 Mil | Technology |
FirstCash Holdings Inc | 2.71 | 2.2 Mil | Financial Services |
AppLovin Corp Ordinary Shares - Class A | 2.33 | 1.9 Mil | Technology |
DexCom Inc | 2.30 | 1.9 Mil | Healthcare |
West Pharmaceutical Services Inc | 2.18 | 1.8 Mil | Healthcare |
Clean Harbors Inc | 2.12 | 1.7 Mil | Industrials |
MSCI Inc | 2.10 | 1.7 Mil | Financial Services |
Chart Industries Inc | 2.02 | 1.6 Mil | Industrials |
Pinterest Inc Class A | 1.98 | 1.6 Mil | Communication Services |