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Morningstar

Victory Diversified Stock A SRVEX

Morningstar Analyst Rating
Quantitative rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 18.63  /  1.31 %
  • Total Assets 276.5 Mil
  • Adj. Expense Ratio
    1.080%
  • Expense Ratio 1.070%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.30%
  • Turnover 49%

USD | NAV as of Feb 08, 2023 | 1-Day Return as of Feb 08, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis SRVEX

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

People Pillar

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

Summary

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Weakness in Victory Diversified Stock A's Process and People Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.

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