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Victory Integrity Small/Mid-Cap Value Fund (MAISX)

17.76
-0.87
(-4.67%)
At close: April 4 at 8:01:28 PM EDT
Loading Chart for MAISX
  • Previous Close 18.63
  • YTD Return -6.53%
  • Expense Ratio 1.13%
  • Category Small Value
  • Last Cap Gain 3.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 306.11M
  • Beta (5Y Monthly) 1.11
  • Yield 0.87%
  • 5y Average Return --
  • Holdings Turnover 75.00%
  • Last Dividend 0.19
  • Inception Date Mar 4, 2015

The adviser pursues the fund's investment objective by investing, under normal circumstances, at least 80% of the fund's assets in equity securities of small- to mid-capitalization companies. Small- to mid-capitalization companies are those companies with market capitalizations within the range of companies included in the Russell 2500® Index. The fund may invest up to 25% of its assets in foreign securities, including depositary receipts such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs).

Victory Capital

Fund Family

Small Value

Fund Category

306.11M

Net Assets

2015-03-04

Inception Date

Performance Overview: MAISX

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Trailing returns as of 4/3/2025. Category is Small Value.

YTD Return

MAISX
6.53%
Category
26.79%
 

1-Year Return

MAISX
5.76%
Category
71.02%
 

3-Year Return

MAISX
1.47%
Category
9.35%
 

5-Year Return

MAISX
18.88%
Category
12.17%
 

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Holdings: MAISX

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Sector Weightings

SectorMAISX
Industrials   19.50%
Real Estate   11.75%
Technology   10.75%
Healthcare   6.76%
Energy   5.98%
Utilities   2.96%

Recent News: MAISX

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Research Reports: MAISX

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