Victory Trivalent International Small-Cap Fund

Shareclass

Victory Trivalent International Sm-Cp I (MISIX)

Type

Open-end mutual fund

Manager

Victory Capital

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

17.9

percentile

Universe: Groups

Group: International Equity Funds

Ranking: 904 out of 1,100 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. AMP Ltd
0.36% of assets
$11.94M invested
2. Sandfire Resources Ltd
0.29% of assets
$9.4M invested
3. Euronext NV
0.82% of assets
$27.02M invested
4. Beazley PLC
0.87% of assets
$28.72M invested
5. Magellan Financial Group Ltd
0.34% of assets
$11.13M invested
6. Deliveroo PLC
0.27% of assets
$8.74M invested
7. Drax Group PLC
0.35% of assets
$11.46M invested
8. AGL Energy Ltd
0.34% of assets
$11.09M invested
9. Investec PLC
0.41% of assets
$13.46M invested
10. Accor SA
0.5% of assets
$16.57M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. ABC-Mart Inc
0.37% of assets
$12.17M invested
2. Tilray Brands Inc
<0.01% of assets
$1 invested
3. Kinden Corp
0.34% of assets
$11.09M invested
4. Sankyo Co Ltd
0.67% of assets
$22.23M invested
5. CTS Eventim AG & Co. KGaA
0.6% of assets
$19.65M invested
6. Jeol Ltd
0.38% of assets
$12.67M invested
7. Daido Steel Co Ltd
0.3% of assets
$9.82M invested
8. Kandenko Co Ltd
0.32% of assets
$10.48M invested
9. Kanadevia Corp
0.26% of assets
$8.63M invested
10. KDX Realty Investment Corp
0.19% of assets
$6.31M invested

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Financial performance

Performance data provided by

Find more financial data on MISIX at Morningstar.com

Gender Equality and Returns

Returns chart for Victory Trivalent International Small-Cap Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

MISIX

Victory Trivalent International Small-Cap Fund

Family

Victory Capital

Category

Foreign Small/Mid Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.29% more in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

MISIX

Victory Trivalent International Small-Cap Fund

Family

Victory Capital

Category

Foreign Small/Mid Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.29% more in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Current fund

MISIX

Victory Trivalent International Small-Cap Fund

Family

Victory Capital

Category

Foreign Small/Mid Blend

Find another fund

vs.

Benchmark

ACWX

iShares MSCI ACWI ex U.S. ETF

Family

iShares from BlackRock

Category

Foreign Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 4/30/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI Ex USA

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

1.29% more in annualized returns

Lower overall gender equality score

7 / 100 points lower

Lower gender balance in leadership and workforce score

3 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Lower policies promoting gender equality score

1 / 20 points lower

Lower commitment, transparency, and accountability score

1 / 10 points lower

Month-end trailing returns

Performance as of date: 4/30/25

Morningstar suggested benchmark: MSCI ACWI Ex USA NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
MISIX - Victory Trivalent International Small-Cap Fund

14%

7.3%

11%

6.01%

50 / 100 points

Benchmark

13%

8.32%

10%

4.72%

57 / 100 points

Fund compared to benchmark

1.36%

-1.02%

0.71%

1.29%

7 / 100 points lower

Find more financial data on MISIX at Morningstar.com

What's next?

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