About VEVYX
The Victory Sycamore Established Value Fund Class Y is a mutual fund focused on identifying and investing in undervalued mid-cap companies using a bottom-up, fundamental value approach. Its primary objective is to minimize the risk of permanent capital loss while seeking to optimize investor returns. Managed by a seasoned investment team with extensive experience in mid-cap value investing, the fund constructs a diversified portfolio by targeting companies that exhibit robust financial strength, an attractive gap between current market price and fair value, and promising prospects for improving business fundamentals. The fund's holdings predominantly span sectors such as financial services, utilities, consumer defensive, energy, healthcare, real estate, and industrials. By concentrating on mid-cap equities with perceived valuation disparities, the Victory Sycamore Established Value Fund Class Y plays a distinctive role in the market, offering investors exposure to potential growth opportunities within the mid-cap value segment while maintaining a disciplined risk management framework.
Fund Family Victory Capital Management Inc.
Category Mid-Cap Value
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol VEVYX
Share Class Class Y
Index Russell MidCap Value TR
VEVYX had a total return of 10.51% in the past year, including dividends. Since the fund's
inception, the average annual return has been 19.89%.
