Victory RS Mid Cap Growth R6 (RMORX)
Fund Assets | 72.45M |
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 | 26.69 |
YTD Return | 8.89% |
1-Year Return | 25.31% |
5-Year Return | 23.61% |
52-Week Low | 19.14 |
52-Week High | 26.98 |
Beta (5Y) | n/a |
Holdings | 92 |
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 25.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.27%.
Top 10 Holdings
22.02% of assetsName | Symbol | Weight |
---|---|---|
Natera, Inc. | NTRA | 2.66% |
Royal Caribbean Cruises Ltd. | RCL | 2.43% |
Burlington Stores, Inc. | BURL | 2.21% |
Roblox Corporation | RBLX | 2.20% |
Axon Enterprise, Inc. | AXON | 2.20% |
Vistra Corp. | VST | 2.19% |
Cloudflare, Inc. | NET | 2.18% |
Howmet Aerospace Inc. | HWM | 2.01% |
Ameriprise Financial, Inc. | AMP | 2.00% |
Carvana Co. | CVNA | 1.93% |