Victory RS Mid Cap Growth Fund Class A (RSMOX)
Fund Assets | 69.43M |
Expense Ratio | 1.20% |
Min. Investment | $2,500 |
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 | 23.83 |
YTD Return | 6.08% |
1-Year Return | 18.11% |
5-Year Return | 24.70% |
52-Week Low | 17.64 |
52-Week High | 24.83 |
Beta (5Y) | n/a |
Holdings | 83 |
Inception Date | Jul 12, 1995 |
About RSMOX
Victory RS Mid Cap Growth Fund Class A is a mutual fund focused on achieving long-term capital growth through investments primarily in mid-cap companies. The fund allocates at least 80% of its assets to businesses with market capitalizations ranging from $1 billion to just above the threshold of the largest companies in the Russell Midcap® Index. Its portfolio consists mainly of U.S. equities but may also include foreign securities, providing a measure of global diversification. The strategy emphasizes investing in companies that display sustainable earnings growth, competitive market positioning, and innovation within their industries, with the goal of identifying firms capable of evolving into large-cap leaders. The fund employs a research-driven approach, combining fundamental analysis with qualitative assessments and rigorous risk management. This focus on dynamic mid-cap growth companies makes the fund a key vehicle for investors seeking diversified exposure and potential capital appreciation in the mid-cap segment of the equity market.
Performance
RSMOX had a total return of 18.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.45%.
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% |