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Victory Sycamore Small Company Opp A SSGSX

Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 47.80  /  +0.15 %
  • Total Assets 7.0 Bil
  • Adj. Expense Ratio
    1.250%
  • Expense Ratio 1.250%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.37%
  • Turnover 32%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis SSGSX

Will SSGSX outperform in future?

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

A lowering of its Process Pillar rating is the primary driver of Victory Sycamore Small Company Opp A's downgrade to a Morningstar Medalist Rating of Silver from Gold.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings SSGSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SouthState Corp

1.68 118.2 Mil
Financial Services

UMB Financial Corp

1.61 112.8 Mil
Financial Services

Wintrust Financial Corp

1.49 104.3 Mil
Financial Services

Werner Enterprises Inc

1.48 103.6 Mil
Industrials

Hub Group Inc Class A

1.47 103.4 Mil
Industrials

Integer Holdings Corp

1.43 100.6 Mil
Healthcare

Hillenbrand Inc

1.43 100.2 Mil
Industrials

Magnolia Oil & Gas Corp Class A

1.35 94.7 Mil
Energy

Cohen & Steers Inc

1.33 93.1 Mil
Financial Services

First American Financial Corp

1.33 93.1 Mil
Financial Services