MISAX Mutual Fund

MISAX Mutual Fund

NAV$22.51
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Fund Essentials - as of Dec 31, 2025

Net Assets
$50M
Expense Ratio
1.35%
Dividend Yield (Current)
5.29%
Holdings
219
Inception Date
Aug 17, 2007
Fund Family
Victory Capital Management Inc.
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+8.10%
1 Year+21.66%
3 Year+17.41%
5 Year+7.79%
10 Year+9.80%

Asset Allocation

Stocks: 100.00%
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Top Holdings

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TickerNameWeight
DPM:CADpm Metals Inc1.71%
OGC:AUOceanaGold Corporation Com1.46%
BKT:MABankinter1.17%
RMS:AURamelius Resources Ltd1.04%
5706:JPMitsui Kinzoku Co Ltd1.01%
Top 10 Concentration: 11.01%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
5.29%
Frequency
Annually
Latest Distribution
$1.16
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

MISAX Mutual Fund Overview

MISAX Mutual Fund (Victory Trivalent International Small-Cap Fund Class A) is managed by Victory Capital Management Inc. with $50.2M in net assets. MISAX expense ratio is 1.35%, holding 219 positions across sectors including Industrials, Financials, Information Technology. Inception date: 2007-08-17.

MISAX performance shows a YTD return of 8.10%. The 1-year return is 21.66% and the 5-year return is 7.79%. MISAX dividend yield stands at 5.29%, paid annually.

MISAX top holdings include Dpm Metals Inc (1.7%), OceanaGold Corporation Com (1.5%), Bankinter (1.2%), Ramelius Resources Ltd (1.0%), Mitsui Kinzoku Co Ltd (1.0%). Go to all MISAX holdings, MISAX sectors, or MISAX dividends.

MISAX can be compared against other funds. Use MISAX overlap to find shared positions, or MISAX vs another fund for a side-by-side view. MISAX alternatives are available via the screener, along with tax-loss harvesting opportunities.