Morningstar

Victory Science & Technology USSCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 28.43  /  +0.04 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Technology
  • Investment Style Large Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 56%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis USSCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Victory Science& Technology 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USSCX

More USSCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 40.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

8.04 97.6 Mil
Technology

Microsoft Corp

7.95 96.4 Mil
Technology

Meta Platforms Inc Class A

5.95 72.1 Mil
Communication Services

Alphabet Inc Class A

3.64 44.1 Mil
Communication Services

Amazon.com Inc

3.61 43.8 Mil
Consumer Cyclical

Apple Inc

2.86 34.7 Mil
Technology

ServiceNow Inc

2.40 29.1 Mil
Technology

Eli Lilly and Co

2.29 27.8 Mil
Healthcare

Cash

2.22 27.0 Mil
Cash and Equivalents

Applied Materials Inc

1.86 22.5 Mil
Technology

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