Victory Sycamore Established Value’s veteran leadership and time-tested process earn the fund’s cheapest share classes a Morningstar Analyst Rating of Silver, while the rest get Bronze. The fund is closed to new investors.
Will VEVYX 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 VEVYX’s performance objective and investment process is for both security selection and portfolio construction.
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.
The Parent Pillar is our rating of VEVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.