Victory RS Small Cap Growth Fund (REGWX)
| Fund Assets | 407.61M |
| Expense Ratio | 2.16% |
| Min. Investment | $2,500 |
| Turnover | 95.00% |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 53.52 |
| YTD Return | 22.77% |
| 1-Year Return | 33.94% |
| 5-Year Return | -12.45% |
| 52-Week Low | 39.31 |
| 52-Week High | 54.82 |
| Beta (5Y) | 1.24 |
| Holdings | 106 |
| Inception Date | Sep 6, 2007 |
About REGWX
Victory RS Small Cap Growth Fund Class C is a mutual fund that focuses on achieving long-term capital appreciation by investing primarily in U.S. small-cap companies. The fund targets businesses with market capitalizations typically below $3 billion, emphasizing firms with strong growth potential that are considered innovators within their industries. Managed by a team with expertise in small-cap growth investing since 1987, the fund employs a research-driven approach with rigorous risk management criteria. It is designed for investors seeking exposure to dynamic, fast-growing companies that have the capacity to expand into mid- or large-cap segments over time. The portfolio is concentrated in industries and sectors poised for above-average earnings and revenue growth, which can introduce higher volatility relative to broader market funds. Victory RS Small Cap Growth Fund Class C plays a significant role in the market by channeling capital to emerging businesses that may become tomorrow’s industry leaders, supporting innovation and expansion within the U.S. small-cap segment.
Performance
REGWX had a total return of 33.94% in the past year, including dividends. Since the fund's inception, the average annual return has been 6.87%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
23.14% of assets| Name | Symbol | Weight |
|---|---|---|
| Fabrinet | FN | 2.91% |
| Mercury Systems, Inc. | MRCY | 2.55% |
| SPX Technologies, Inc. | SPXC | 2.54% |
| Nextpower Inc. | NXT | 2.27% |
| Guardant Health, Inc. | GH | 2.23% |
| Bloom Energy Corporation | BE | 2.22% |
| Modine Manufacturing Company | MOD | 2.22% |
| BridgeBio Pharma, Inc. | BBIO | 2.12% |
| Semtech Corporation | SMTC | 2.08% |
| Primoris Services Corporation | PRIM | 2.01% |