Victory RS Mid Cap Growth Member (RMOMX)
Fund Assets | 69.43M |
Expense Ratio | 1.05% |
Min. Investment | $3,000 |
Turnover | 126.00% |
Dividend (ttm) | n/a |
Dividend Yield | n/a |
Dividend Growth | n/a |
Payout Frequency | n/a |
Ex-Dividend Date | n/a |
Previous Close | 24.02 |
YTD Return | 6.12% |
1-Year Return | 23.34% |
5-Year Return | n/a |
52-Week Low | 17.76 |
52-Week High | 25.01 |
Beta (5Y) | n/a |
Holdings | 83 |
Inception Date | Nov 3, 2020 |
About RMOMX
The Victory RS Mid Cap Growth Fund Member Class is a mutual fund focused on achieving long-term capital growth by investing primarily in mid-cap companies. The fund strategically allocates at least 80% of its assets to businesses with market capitalizations typically ranging from $1 billion up to 120% of the largest company in the Russell Midcap® Index. Its investment approach emphasizes identifying dynamic, innovative firms that possess sustainable earnings growth and the potential to transition into large-cap status. The portfolio is constructed through a research-intensive process, blending rigorous fundamental and qualitative analysis with strict risk management criteria. This fund appeals to investors seeking a diversified exposure to companies poised to outpace the broader market by leveraging innovation and strong execution in their respective industries. With a history of growth management experience dating back to 1987, the fund is recognized for targeting sectors and industries undergoing rapid change, aiming to capitalize on opportunities that mid-sized growth companies present in the evolving market landscape.
Performance
RMOMX had a total return of 23.34% in the past year, including dividends. Since the fund's inception, the average annual return has been 3.46%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
26.16% of assetsName | Symbol | Weight |
---|---|---|
AppLovin Corporation | APP | 4.31% |
Palantir Technologies Inc. | PLTR | 3.99% |
Natera, Inc. | NTRA | 2.78% |
Ameriprise Financial, Inc. | AMP | 2.47% |
Datadog, Inc. | DDOG | 2.44% |
Burlington Stores, Inc. | BURL | 2.17% |
FTAI Aviation Ltd. | FTAI | 2.15% |
Ulta Beauty, Inc. | ULTA | 2.10% |
Cencora, Inc. | COR | 2.00% |
HubSpot, Inc. | HUBS | 1.74% |