Victory Munder Mid Cap Fund Quote

MGOTX Fund  USD 10.69  0.02  0.19%   

Performance

14 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
Victory Munder is trading at 10.69 as of the 2nd of December 2024; that is 0.19 percent decrease since the beginning of the trading day. The fund's open price was 10.71. Victory Munder has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Victory Munder Mid Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. Click here to learn more.
The adviser pursues the funds objective by investing, under normal circumstances, at least 80 percent of the funds assets in equity securities of mid-capitalization companies. Mid-capitalization companies means those companies with market capitalizations within the range of companies included in the SP MidCap 400 Index.. More on Victory Munder Mid Cap

Moving together with Victory Mutual Fund

  0.95SRVEX Victory Diversified StockPairCorr
  0.95SSGSX Victory Sycamore SmallPairCorr
  0.71SBALX Victory StrategicPairCorr

Moving against Victory Mutual Fund

  0.64UITBX Intermediate Term BondPairCorr
  0.53IPFIX Victory IncorePairCorr

Victory Mutual Fund Highlights

Fund ConcentrationVictory Capital Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Victory Capital, Large, Mid-Cap Growth (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of November 2022
Fiscal Year EndJune
Victory Munder Mid Cap [MGOTX] is traded in USA and was established 2nd of December 2024. Victory Munder is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Victory Capital family. This fund now has accumulated 347.57 M in assets with no minimum investment requirementsVictory Munder Mid is currently producing year-to-date (YTD) return of 18.65%, while the total return for the last 3 years was 1.88%.
Check Victory Munder Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Victory Munder Mid Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Victory Munder Mid Cap Mutual Fund Constituents

SBACSBA Communications CorpStockReal Estate
AZOAutoZoneStockConsumer Discretionary
ALGNAlign TechnologyStockHealth Care
CNCCentene CorpStockHealth Care
AVGOBroadcomStockInformation Technology
VRSKVerisk AnalyticsStockIndustrials
FCXFreeport McMoran Copper GoldStockMaterials
SNPSSynopsysStockInformation Technology
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Victory Munder Mid Risk Profiles

Victory Munder Against Markets

Other Information on Investing in Victory Mutual Fund

Victory Munder financial ratios help investors to determine whether Victory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Victory with respect to the benefits of owning Victory Munder security.
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