VSOIX – Victory Sycamore Small Company Opp I Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000® Value Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VSOIX	Victory Sycamore Small Company Opportunity Fund Class I	Institutional	Open			Aug 31, 2007	$1.75B	0.900%	Average	$2M	−$942.01M
VSOYX	Victory Sycamore Small Company Opportunity Fund Class Y	Institutional	Open			Jan 28, 2013	$25.28M	0.950%	Average	$1M	−$52.67M
SSGSX	Victory Sycamore Small Company Opportunity Fund Class A	Front Load	Open			Mar 26, 1999	$173.33M	1.230%	Average	$2,500	−$76.31M
VSORX	Victory Sycamore Small Company Opportunity Fund R6	Retirement, Large	Open			Dec 15, 2015	$1.79B	0.850%	Average	$0	−$1.10B
GOGFX	Victory Sycamore Small Company Opportunity Fund Class R	Retirement, Medium	Open			Aug 16, 1983	$117.64M	1.440%	Average	$0	−$53.23M

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