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Victory Sycamore Small Company Opp R6 (VSORX)
As of 8:06 AM EST. Market Open.
Fund Summary
The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80% of its assets in equity securities of small companies. "Small companies" are companies that at the time of purchase have market capitalizations within the range of companies comprising the Russell 2000? Value Index.
Victory Sycamore Small Company Opp R6
Columbus OH 43219
3435 Stelzer Rd, Suite 1000
Fund Overview
| Category | Small Value |
| Fund Family | Victory Capital |
| Net Assets | 6.59B |
| YTD Return | 3.56% |
| Yield | 0.72% |
| Morningstar Rating | |
| Inception Date | Mar 26, 1999 |
Fund Operations
| Last Dividend | 0.38 |
| Last Cap Gain | 14.00 |
| Holdings Turnover | 37.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | VSORX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.85% | 1.16% |
| Prospectus Net Expense Ratio | 0.85% | -- |
| Prospectus Gross Expense Ratio | 0.85% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.35% |
| Max Deferred Sales Load | -- | 1.15% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Gary H. Miller, Lead Manager since June 01, 1998
Gary Miller is Chief Investment Officer of Sycamore Capital. He is also lead portfolio manager of the Small Cap Value Equity and Mid Cap Value Equity strategies. The Victory Small Cap Value Equity and Mid Cap Value Equity team was renamed Sycamore Capital on April 1, 2015. Sycamore Capital is a Victory Capital investment franchise. Mr. Miller joined Victory Capital in 1987. Prior to his tenure as portfolio manager, he served as an equity research analyst for the Small Cap Value and Mid Cap Value Equity strategies. Mr. Miller holds a B.B.A. in accounting from the University of Cincinnati and an MBA from Xavier University. Morningstar Style Box
Morningstar Category
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