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Morningstar

Victory Sycamore Established Value A VETAX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 43.86  /  0.14 %
  • Total Assets 16.7 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 1.09%
  • Turnover 28%

USD | NAV as of Sep 27, 2023 | 1-Day Return as of Sep 27, 2023, 10:20 PM GMT+0

Morningstar’s Analysis VETAX

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

People Pillar

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

Run by veterans.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Increased confidence in Victory Sycamore Established Value’s experienced management group and its sensible, time-tested process earn its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver. Its pricier ones land at Silver. The fund is closed to new investors.

by Stephen Welch
Rated on Published on

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Portfolio Holdings VETAX

More VETAX Holdings
  • Current Portfolio Date
  • Equity Holdings 74
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Healthcare

BorgWarner Inc

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Consumer Cyclical