About VETAX
Victory Sycamore Established Value Fund Class A is a mutual fund designed to seek long-term capital appreciation, primarily through investments in mid-cap companies that are considered undervalued. The fund is managed using a bottom-up, fundamental value approach, where the investment team focuses on identifying businesses with strong financial health, attractive valuations relative to their intrinsic worth, and improving business fundamentals. This disciplined process aims to minimize the risk of permanent capital loss while seeking above-average total return potential for investors. The fund's diversified portfolio typically comprises 70 to 80 holdings, with exposure across various sectors including utilities, consumer defensive, financial services, healthcare, real estate, and energy. With an emphasis on exploiting market inefficiencies in the mid-cap space and a proven investment team, the fund serves as a core holding within the mid-cap value category, appealing to investors seeking participation in the growth and stability offered by established, yet undervalued, companies in the U.S. equity market.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VETAX
Share Class Class A
Index Russell MidCap Value TR
VETAX had a total return of 14.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.61%.
