Breaking News
Get 50% Off 0
🌎 30+ NEW AI-picked stock strategies for exciting international markets
Unlock Global AI Picks
Close

Victory Sycamore Established Value Fund Class A (VETAX)

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
47.83 +0.52    +1.10%
21/01 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.39B
Victory Sycamore Established Value A 47.83 +0.52 +1.10%

VETAX Overview

 
Find basic information about the Victory Sycamore Established Value Fund Class A mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add VETAX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change2.23%
Prev. Close47.31
Risk Rating
TTM Yield0.93%
ROE16.59%
IssuerN/A
Turnover34%
ROA5.72%
Inception Date36651
Total Assets1.39B
Expenses0.90%
Min. Investment2,500
Market Cap17.49B
CategoryMid - Cap Value
What is your sentiment on Victory Sycamore Established Value A?
or
Vote to see community's results!

Victory Sycamore Established Value Fund Class A Analysis


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1099 963 1099 1174 1664 2694
Fund Return 9.87% -3.71% 9.87% 5.49% 10.72% 10.42%
Place in category 271 383 271 148 68 16
% in Category 66 84 66 45 23 6

Top Equity Funds by Victory Capital

  Name Rating Total Assets YTD% 3Y% 10Y%
  Victory Sycamore Established Value6 10.61B 10.24 5.86 10.80
  Victory Sycamore Established ValueI 5.11B 10.19 5.82 10.76
  Victory Sycamore Small Company OppI 3.01B 5.54 3.21 9.33
  Victory Trivalent International SmI 2.75B 4.76 -2.40 6.13
  Victory Sycamore Established Value 868.6M 10.11 5.75 10.70

Top Funds for Mid-Cap Value Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  Fidelity Low-Priced Stock 21.62B 7.09 4.88 8.68
  JHancock Disciplined Value Mid Cap 14.9B 10.31 6.13 9.27
  Vanguard Mid-Cap Value Index Admira 12.69B 14.03 4.85 8.50
  Victory Sycamore Established Value6 10.61B 10.24 5.86 10.80
  MFS Mid Cap Value R6 9.61B 14.11 5.59 9.22

Top Holdings

Name ISIN Weight % Last Change %
  Alliant Energy US0188021085 2.36 60.02 -1.61%
  NNN REIT US6374171063 2.20 39.96 -1.50%
  Willis Towers Watson IE00BDB6Q211 2.18 321.46 -0.32%
  US Foods US9120081099 2.04 69.25 +0.16%
  Crown US2283681060 2.03 86.52 -0.40%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Sell Neutral
Technical Indicators BUY Strong Sell BUY
Summary Neutral Strong Sell Neutral
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

VETAX Comments

Write your thoughts about Victory Sycamore Established Value Fund Class A
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email