Victory RS Mid Cap Growth Fund Class R6 (RMORX)
Fund Assets | 69.43M |
Expense Ratio | 0.94% |
Min. Investment | $1,000,000 |
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 | 25.65 |
YTD Return | 5.14% |
1-Year Return | 19.14% |
5-Year Return | 24.89% |
52-Week Low | 19.04 |
52-Week High | 26.81 |
Beta (5Y) | n/a |
Holdings | 83 |
Inception Date | Nov 15, 2016 |
About RMORX
Victory RS Mid Cap Growth Fund Class R6 is a mutual fund focused on achieving long-term capital growth through investments in mid-cap companies. Its strategy centers on identifying and allocating resources to dynamic businesses with market capitalizations typically between $1 billion and 120% of the largest company in the Russell Midcap Index. The fund emphasizes firms demonstrating sustainable earnings growth and the potential to evolve into large-cap entities, particularly those poised to capture additional market share in their respective industries through innovation and strong execution. Managed by a seasoned team with a track record dating back to 1987, the fund employs a research-intensive, fundamental, and qualitative approach complemented by disciplined risk management. With a diversified portfolio and active management style, it provides investors exposure to a key segment of the equity market known for balancing growth potential and relative stability. This fund targets participants seeking a diversified allocation to mid-cap growth equities, impacting a broad range of sectors and serving an important role in growth-oriented investment strategies.
Performance
RMORX had a total return of 19.14% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.00%.
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% |