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Victory Sycamore Small Company Opp R GOGFX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 43.65  /  +1.07 %
  • Total Assets 6.9 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.430%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment
  • Status Limited
  • TTM Yield 0.28%
  • Turnover 32%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 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.

Consistent.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Victory Sycamore Small Company Opportunity's veteran and stable management team employs a consistent, time-tested approach making it a topnotch option. The fund is closed to new investors.

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Portfolio Holdings GOGFX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 15.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.96 140.8 Mil
Cash and Equivalents

Magnolia Oil & Gas Corp Class A

1.64 118.1 Mil
Energy

SouthState Corp

1.63 117.3 Mil
Financial Services

Wintrust Financial Corp

1.61 115.4 Mil
Financial Services

UMB Financial Corp

1.60 114.8 Mil
Financial Services

Civitas Resources Inc Ordinary Shares

1.59 114.0 Mil
Energy

Matador Resources Co

1.53 110.2 Mil
Energy

The Hanover Insurance Group Inc

1.47 105.5 Mil
Financial Services

Hillenbrand Inc

1.45 104.1 Mil
Industrials

Werner Enterprises Inc

1.43 102.7 Mil
Industrials