About VEVRX
Victory Sycamore Established Value Fund Class R6 is a mutual fund focused on delivering long-term capital growth by investing predominantly in common stocks of mid-cap companies. Managed by a seasoned investment team with a robust history in mid-cap value strategies, the fund employs a bottom-up, fundamental value approach to construct a diversified portfolio. The management looks for companies exhibiting strong financial health, attractive valuations compared to estimated fair values, and prospects for improving fundamentals, aiming to balance opportunity with risk of capital loss. The fund’s portfolio typically features holdings in sectors such as real estate, utilities, consumer defensive, financial services, healthcare, and energy, reflecting a broad and well-researched sector exposure. With an expense ratio of 0.54%, which is notably lower than the category average, Victory Sycamore Established Value Fund Class R6 offers an efficient cost structure for investors seeking mid-cap value exposure. Its role in the financial market is to provide investors access to a diversified selection of undervalued, mid-size companies with the potential for above-average total returns, making it a strategic component in diversified, growth-oriented portfolios.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol VEVRX
Share Class Class R6
Index Russell MidCap Value TR
VEVRX had a total return of 13.29% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.30%.
