Morningstar

Victory Sycamore Established Value Fund Class Y VEVYX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis VEVYX

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

  • People Pillar

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

Victory Sycamore's Established Value and Small Company Opportunity Funds Reopen to New Investors

null Stephen Welch

Stephen Welch

Analyst Note

On Sept. 14, 2026, Victory Capital announced that Victory Sycamore Established Value and Victory Sycamore Small Company Opportunity will reopen to new investors after closing to new money in 2016 and 2017, respectively. Both funds’ Morningstar Medalist Ratings are unchanged. Steady outflows over recent years reduced the Established Value and Small Company Opportunity strategies' assets to roughly $21.6 billion and $6.1 billion, respectively, as of August 2026. Over the trailing three years, Established Value has had about $7.6 billion in outflows, while Small Company Opportunity has lost $4.2 billion, making it a reasonable decision to reopen both. They are among the largest strategies in their respective mid-cap value and small-value Morningstar Categories, so capacity will be worth monitoring closely. Sycamore Capital, a franchise under Victory, has a history of prudent capacity management.

by Stephen Welch
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