Nasdaq - Delayed Quote USD

Victory Sycamore Established Value A (VETAX)

48.21 +0.09 (+0.19%)
At close: 6:26 PM EDT

Fund Summary

Under normal circumstances, at least 80% of the fund's assets will be invested in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell Midcap® Value Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts ("ADRs" and "GDRs").

Victory Sycamore Established Value A

Columbus OH 43219
3435 Stelzer Rd, Suite 1000
800-539-3863

Fund Overview

Category Mid-Cap Value
Fund Family Victory Capital
Net Assets 19.24B
YTD Return 9.13%
Yield 1.05%
Morningstar Rating
Inception Date Mar 01, 2010

Fund Operations

Last Dividend 0.10
Last Cap Gain 19.00
Holdings Turnover --
Average for Category --

Fees & Expenses

Expense VETAX Category Average
Annual Report Expense Ratio (net) 0.58% 1.01%
Prospectus Net Expense Ratio 0.58% --
Prospectus Gross Expense Ratio 0.58% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.38%
Max Deferred Sales Load -- 1.14%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Gary H. Miller, Lead Manager since July 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

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

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