Nasdaq - Delayed Quote USD

Victory Sycamore Small Company Opp Y (VSOYX)

50.21 +0.60 (+1.21%)
At close: 8:01 PM EDT
Loading Chart for VSOYX
DELL
  • Previous Close 49.61
  • YTD Return 4.80%
  • Expense Ratio 0.98%
  • Category Small Value
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 6.74B
  • Beta (5Y Monthly) 0.92
  • Yield 0.61%
  • 5y Average Return --
  • Holdings Turnover 37.00%
  • Last Dividend 0.32
  • Inception Date Aug 16, 1983

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 Capital

Fund Family

Small Value

Fund Category

6.74B

Net Assets

1983-08-16

Inception Date

Performance Overview: VSOYX

View More

Trailing returns as of 10/24/2024. Category is Small Value.

YTD Return

VSOYX
4.80%
Category
26.79%
?

1-Year Return

VSOYX
17.29%
Category
71.02%
?

3-Year Return

VSOYX
5.65%
Category
9.35%
?

5-Year Return

VSOYX
8.81%
Category
12.17%
?

People Also Watch

Holdings: VSOYX

View More

Top 10 Holdings (14.87% of Total Assets)

SymbolCompany% Assets
CNS
Cohen & Steers, Inc. 1.69%
IDA
IDACORP, Inc. 1.58%
UBSI
United Bankshares, Inc. 1.51%
UMBF
UMB Financial Corporation 1.50%
SSB
SouthState Corporation 1.49%
WERN
Werner Enterprises, Inc. 1.48%
UNF
UniFirst Corporation 1.42%
RNST
Renasant Corporation 1.41%
LFUS
Littelfuse, Inc. 1.40%
MGY
Magnolia Oil & Gas Corporation 1.39%

Sector Weightings

Recent News: VSOYX

View More

Research Reports: VSOYX

View More

Top Mutual Funds