Morningstar

Victory Sycamore Small Company Opportunity Fund Class Y VSOYX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 53.96  /  −0.74 %
  • Total Assets 4.5B
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Value
  • Investment Style Small Blend
  • Min. Initial Investment 1M
  • Status Limited
  • TTM Yield 0.73%
  • Turnover 50%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis VSOYX

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

  • People Pillar

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

Still a topnotch, small-cap value strategy despite recent headwinds.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Despite recent performance struggles, Victory Sycamore Small Company Opportunity remains a topnotch option. The strategy is closed to new investors.

by Stephen Welch
Rated on Published on

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Portfolio Holdings VSOYX

More VSOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash

3.18 148M
Cash and Equivalents

United Bankshares Inc

1.63 76M
Financial Services

Renasant Corp

1.62 75M
Financial Services

UMB Financial Corp

1.61 75M
Financial Services

Charles River Laboratories International Inc

1.58 73M
Healthcare

Old National Bancorp

1.53 71M
Financial Services

The Chefs' Warehouse Inc

1.50 70M
Consumer Defensive

MSA Safety Inc

1.45 67M
Industrials

Ryman Hospitality Properties Inc

1.44 67M
Real Estate

Simpson Manufacturing Co Inc

1.42 66M
Basic Materials

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