About VEVCX
Victory Sycamore Established Value Fund Class C is a mutual fund designed to provide long-term capital growth by investing primarily in common stocks of mid-cap companies. The fund employs a bottom-up, fundamental value investment strategy, seeking businesses with strong financial health, undervalued share prices relative to their intrinsic value, and prospects for improving fundamentals. It maintains a diversified portfolio, focusing on opportunities where its investment team identifies a favorable risk/reward profile through deep company analysis. The fund’s holdings span various sectors, including real estate, utilities, consumer defensive, financial services, healthcare, and energy, reflecting its commitment to broad sector exposure and disciplined value selection. Managed by an experienced team with a strong track record in mid-cap value investing, Victory Sycamore Established Value Fund Class C serves investors looking for a carefully constructed portfolio targeting established companies with potential for above-average total returns, while emphasizing the minimization of permanent capital loss risk.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VEVCX
Share Class Class C
Index Russell MidCap Value TR
VEVCX had a total return of 13.05% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.06%.
