SSGSX - Victory Sycamore Small Company Opportunity Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Victory Sycamore Small Company Opportunity Fund

Columbus OH 43219

3435 Stelzer Rd, Suite 1000

Victory Portfolios

Management Information
Gary H. Miller,Lead Manager since May 31, 1998
Gary Miller is Chief Investment Officer of Sycamore Capital. He is also lead portfolio manager of the Small Cap Value Equity and Mid Cap Value Equity strategies. The Victory Small Cap Value Equity and Mid Cap Value Equity team was renamed Sycamore Capital on April 1, 2015. Sycamore Capital is a Victory Capital investment franchise. Mr. Miller joined Victory Capital in 1987. Prior to his tenure as portfolio manager, he served as an equity research analyst for the Small Cap Value and Mid Cap Value Equity strategies. Mr. Miller holds a B.B.A. in accounting from the University of Cincinnati and an MBA from Xavier University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategorySmall Value
Fund FamilyVictory Capital
Net Assets6.69B
YTD Return-1.51%
Morningstar Rating★★★★
Inception DateAug 30, 2007

Fund Operations

Last Dividend0.13
Last Cap Gain13.00
Holdings Turnover22.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSSGSXCategory Average
Annual Report Expense Ratio (net)0.89%1.16%
Prospectus Net Expense Ratio0.89%N/A
Prospectus Gross Expense Ratio0.89%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.35%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A