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Morningstar

Victory Sycamore Small Company Opp I VSOIX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 51.59  /  +1.48 %
  • Total Assets 7.2 Bil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2.0 Mil
  • Status Limited
  • TTM Yield 0.72%
  • Turnover 32%

USD | NAV as of Jul 27, 2024 | 1-Day Return as of Jul 27, 2024, 12:08 AM GMT+0

Morningstar’s Analysis VSOIX

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

  • People Pillar

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

Consistent.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Victory Sycamore Small Company Opportunity's veteran and stable management team employs a consistent, time-tested approach making it a topnotch option. The fund is closed to new investors.

by Stephen Welch
Rated on Published on

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Portfolio Holdings VSOIX

More VSOIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

1.97 131.5 Mil
Cash and Equivalents

UMB Financial Corp

1.65 110.1 Mil
Financial Services

SouthState Corp

1.58 105.5 Mil
Financial Services

Wintrust Financial Corp

1.56 104.5 Mil
Financial Services

Magnolia Oil & Gas Corp Class A

1.56 104.1 Mil
Energy

Civitas Resources Inc Ordinary Shares

1.55 103.6 Mil
Energy

Idacorp Inc

1.50 100.6 Mil
Utilities

Hub Group Inc Class A

1.46 97.4 Mil
Industrials

H.B. Fuller Co

1.43 95.8 Mil
Basic Materials

Werner Enterprises Inc

1.42 94.8 Mil
Industrials