About RSIYX
Victory RS Investors Fund Class Y is a mutual fund focused on achieving long-term capital appreciation through investments in equity securities deemed undervalued by its investment team. The fund employs a flexible approach, selecting stocks across small-, mid-, and large-cap companies, with a primary emphasis on mid-cap blend equities. Employing a fundamental research process, the fund seeks companies with strong management, durable business models, and improving returns on invested capital. Notably, it typically maintains a concentrated portfolio, often holding 20 to 40 positions, which is fewer than many diversified mutual funds.
The fund’s strategy allows for global exposure, including investment in companies outside the United States, and aims to capitalize on opportunities in out-of-favor or misunderstood businesses. It is managed by a team led by a Chief Investment Officer, utilizing a return-on-invested-capital lens to identify attractive risk-adjusted return prospects. Victory RS Investors Fund Class Y is categorized within the mid-cap blend segment and serves institutional investors seeking exposure to a carefully selected basket of undervalued equities, aiming to balance growth potential with risk management through focused fundamental analysis.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol RSIYX
Share Class Class Y
Index Russell 3000 Value TR
RSIYX had a total return of -0.85% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.73%.
