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Morningstar

Victory Sycamore Small Company Opp R GOGFX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 40.34  /  1.51 %
  • Total Assets 6.5 Bil
  • Adj. Expense Ratio
    1.420%
  • Expense Ratio 1.420%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.20%
  • Turnover 22%

USD | NAV as of May 31, 2023 | 1-Day Return as of May 31, 2023, 10:16 PM GMT+0

Morningstar’s Analysis GOGFX

Will GOGFX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GOGFX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GOGFX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GOGFX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Manager Research

Morningstar Manager Research

Summary

A strong management team and sound investment process underpin Victory Sycamore Small Company Opp R's Morningstar Medalist Rating of Gold. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings GOGFX

More GOGFX Holdings
  • Current Portfolio Date Mar 31, 2023
  • Equity Holdings 107
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 14.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
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