Despite recent performance struggles, Victory Sycamore Small Company Opportunity remains a topnotch option. The strategy is closed to new investors.
Victory Sycamore Small Company Opportunity Fund R6 VSORX
- NAV / 1-Day Return 53.31 / +2.17 %
- Total Assets 4.7B
-
Adj. Expense Ratio
0.850%
- Expense Ratio 0.850%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Small Value
- Investment Style Small Blend
- Min. Initial Investment 0
- Status Limited
- TTM Yield 0.88%
- Turnover 50%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:10 AM GMT+0
Morningstar’s Analysis VSORX
Will VSORX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the VSORX 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 VSORX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 14.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Cash | 1.79 | 80M | Cash and Equivalents |
United Bankshares Inc | 1.68 | 75M | Financial Services |
Renasant Corp | 1.60 | 71M | Financial Services |
California Resources Corp Ordinary Shares - New | 1.56 | 70M | Energy |
Old National Bancorp | 1.55 | 69M | Financial Services |
The Timken Co | 1.47 | 65M | Industrials |
McGrath RentCorp | 1.46 | 65M | Industrials |
Idacorp Inc | 1.45 | 64M | Utilities |
UMB Financial Corp | 1.42 | 63M | Financial Services |
Charles River Laboratories International Inc | 1.41 | 63M | Healthcare |
United States