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Morningstar

Victory Sycamore Small Company Opp A SSGSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 49.35  /  2.32 %
  • 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 0.27%
  • Turnover 22%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SSGSX

Will SSGSX 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 SSGSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SSGSX 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 SSGSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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A sound investment process and strong management team underpin Victory Sycamore Small Company Opp A's Morningstar Quantitative Rating of Silver. 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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