Morningstar

Victory Integrity Discovery Member MMMMX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 42.69  /  +0.95 %
  • Total Assets 67.2 Mil
  • Adj. Expense Ratio
    1.500%
  • Expense Ratio 1.500%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.47%
  • Turnover 35%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:13 PM GMT+0

Morningstar’s Analysis MMMMX

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

  • People Pillar

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

In veteran hands.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Victory Integrity Discovery benefits from an experienced and stable investment team.

by Stephen Welch
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings MMMMX

More MMMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 11.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Real Estate

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Real Estate

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1.07 673,815
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Veeco Instruments Inc

1.06 671,690
Technology

Ardmore Shipping Corp

1.05 665,198
Industrials

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