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Morningstar

Victory Sycamore Established Value R6 VEVRX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 44.15  /  0.74 %
  • Total Assets 17.1 Bil
  • Adj. Expense Ratio
    0.540%
  • Expense Ratio 0.540%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Large
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.58%
  • Turnover 24%

USD | NAV as of Jun 05, 2023 | 1-Day Return as of Jun 05, 2023, 10:21 PM GMT+0

Morningstar’s Analysis VEVRX

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

People Pillar

The People Pillar is our evaluation of the VEVRX 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 VEVRX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings VEVRX

More VEVRX Holdings
  • Current Portfolio Date
  • Equity Holdings 74
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 17.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

3.46
604,200,005
Cash and Equivalents

Sysco Corp

1.92
334,405,900
Consumer Defensive

The Cooper Companies Inc

1.81
315,489,200
Healthcare

Textron Inc

1.80
314,042,169
Industrials

Ross Stores Inc

1.77
309,368,950
Consumer Cyclical

BorgWarner Inc

1.76
306,200,850
Consumer Cyclical

Yum Brands Inc

1.74
303,784,000
Consumer Cyclical

Lamar Advertising Co Class A

1.72
299,670,000
Real Estate

Maximus Inc

1.66
289,616,000
Industrials

Quest Diagnostics Inc

1.64
286,497,000
Healthcare