Morningstar

Victory Sycamore Established Value Fund Class C VEVCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 49.01  /  −0.24 %
  • Total Assets 15.2B
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.29%
  • Turnover 45%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VEVCX

Will VEVCX outperform in the 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 VEVCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Still a topnotch, mid-cap value option despite recent headwinds.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Despite recent performance struggles, Victory Sycamore Established Value remains a topnotch option for investors. The strategy is closed to new investors.

by Stephen Welch
Rated on Published on

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Portfolio Holdings VEVCX

More VEVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Labcorp Holdings Inc

2.62 405M
Healthcare

US Foods Holding Corp

2.34 361M
Consumer Defensive

Cash

2.17 334M
Cash and Equivalents

Molina Healthcare Inc

2.13 328M
Healthcare

Alliant Energy Corp

2.10 324M
Utilities

Microchip Technology Inc

2.00 308M
Technology

Packaging Corp of America

1.99 306M
Consumer Cyclical

RPM International Inc

1.95 301M
Basic Materials

Keysight Technologies Inc

1.93 298M
Technology

Truist Financial Corp

1.88 290M
Financial Services

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