Morningstar

Victory RS Small Cap Equity Member RSMMX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 9.19  /  −0.98 %
  • Total Assets 34.0 Mil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 3,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 192%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:17 AM GMT+0

Morningstar’s Analysis RSMMX

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

  • People Pillar

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

Victory RS Small Cap Equity Member's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RSMMX

More RSMMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Chart Industries Inc

6.91 2.3 Mil
Industrials

Skyline Champion Corp

5.89 1.9 Mil
Consumer Cyclical

FirstCash Holdings Inc

4.87 1.6 Mil
Financial Services

American Eagle Outfitters Inc

4.20 1.4 Mil
Consumer Cyclical

Payoneer Global Inc

4.03 1.3 Mil
Technology

MYR Group Inc

3.83 1.3 Mil
Industrials

Under Armour Inc Class C

3.81 1.2 Mil
Consumer Cyclical

Flywire Corp

3.63 1.2 Mil
Technology

MACOM Technology Solutions Holdings Inc

3.51 1.2 Mil
Technology

Moog Inc A

3.45 1.1 Mil
Industrials

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