About VEVIX
Victory Sycamore Established Value Fund Class I is a mid-cap value mutual fund designed to achieve long-term capital growth, primarily through investments in common stocks. The fund’s strategy focuses on building a diversified portfolio of mid-sized U.S. companies that the investment team considers to be undervalued and possessing above-average total return potential. At least 80% of its assets are invested in equity securities within the market capitalization range of the Russell Midcap® Value Index, with an additional allowance for select foreign equities traded in the U.S. The investment process is fundamentally driven, emphasizing rigorous bottom-up analysis to identify businesses with strong financials, attractively priced shares, and prospects for improving fundamentals. The fund seeks to optimize returns while minimizing the risk of permanent capital loss, leveraging the expertise of a seasoned management team with a longstanding track record in mid-cap value investing. Notably, the fund is currently limited to existing shareholders and has a relatively low expense ratio, reflecting its institutional share class structure. The portfolio spans multiple sectors, including utilities, financial services, healthcare, technology, and consumer sectors, reinforcing its diversified approach in the mid-cap segment of the market.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VEVIX
Share Class Class I
Index Russell MidCap Value TR
VEVIX had a total return of 13.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.28%.
