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Victory Munder Small Cap Growth Fund;I

NAS: MIGSX

GO
/zigman2/quotes/200829531/realtime

$

17.43

Change

+0.06 +0.35%

Nov 25, 2020

YTD return

21.80%

5 yr avg return

17.33%

Total net assets

11.00M

52 week low

52 week high

$9.07

$17.43

Yield

0.00%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

1.15%

12 b-1

n/a

Turnover

56.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

n/a

Dividend freq.

Annually

Capital gain (2019)

1.05

Capital gain (YTD)

n/a

Risk Measures

Alpha

0.34

Beta

1.14

Standard deviation

6.62

R. squared

0.74

Min. Investment

Standard (taxable)

2000000

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
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MarketWatch News on MIGSX

No News currently available for MIGSX

Lipper Leader

Total Return: 4 Consistent Return: 4 Preservation: 3 Tax Efficiency: 4 Expense: 2

YTD Lipper Ranking: Quintile 3 (57th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD 21.80% 26.49% 14.20% 57% 3
1yr 29.41% 29.13% 18.00% 41% 3
3yr 20.96% 15.89% 13.90% 25% 2
5yr 17.33% 14.58% 14.00% 26% 2
10yr n/a 13.14% 14.1% n/a 0

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$18,635

Fund Comparison

Compare: Returns Risk Fees Holdings

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Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Small-Cap Growth Funds

Fund family

n/a

Fund status

Open

Fund inception

April 30, 2015

Manager

Team Managed

Investment Policy

The Fund seeks to provide long-term capital appreciation. The Fund invests at least 80% of the Fund's net assets in equity securities of small capitalization companies. Small capitalization companies means those companies with market capitalizations within the range of companies included in the Russell 2000 Growth Index.

Link to MarketWatch's Slice.