Victory Sycamore Established Value's long-tenured management team and proven approach earn the fund's cheapest share classes a Morningstar Analyst Rating of Silver, while the rest get Bronze.
Will VETAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of VETAX’s parent organization’s priorities and whether they’re in line with investors’ interests.