Victory Trivalent International Sm-Cp C (MCISX)
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Victory Trivalent International Sm-Cp C
Columbus OH 43219
3435 Stelzer Rd, Suite 1000
Victory Portfolios
800-539-3863
Management Information
John W. Evers,Lead Manager since August 16, 2007
John W. Evers is a Senior Portfolio Manager of Trivalent and has been with Victory Capital since 2014. From 2007-2014, Mr. Evers was a Senior Portfolio Manager of Munder Capital Management. He has been co-manager for MCM’s international small-cap equity discipline, a member of the portfolio management team for MCM’s international core equity discipline and lead analyst of the financials sector for the international core and international small-cap equity teams since 2007. He has been lead manager and lead analyst of the financials sector for MCM’s emerging markets equity strategy since 2011. Immediately before joining MCM, Mr. Evers was a Senior Vice President and Co-Portfolio Manager for The Boston Company Asset Management (including its predecessor firms), where he was an energy sector analyst and was also responsible for a quantitative research platform and production models for 10 years.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryForeign Small/Mid Blend
Fund FamilyVictory Capital
Net Assets3.52B
YTD Return5.73%
Yield0.50%
Morningstar Rating★★★
Inception DateAug 16, 2007
Fund Operations
Last Dividend0.07
Last Cap Gain0.00
Holdings Turnover54.00%
Average for CategoryN/A
Fees & Expenses
ExpenseMCISXCategory Average
Annual Report Expense Ratio (net)2.10%1.22%
Prospectus Net Expense Ratio2.10%N/A
Prospectus Gross Expense Ratio2.57%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.46%
Max Deferred Sales LoadN/A1.31%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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