Victory Sycamore Established Value I Fund ( VEVIX ) seeks growth of capital for the long run. Under normal circumstances, VEVIX invests majority of its assets in equity securities issued by companies which fall within the range of the Russell MidCap Value Index. VEVIX invests its assets not only in domestic companies but also in foreign entities.
This All Cap Value product has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 3, 5 year benchmarks; 3 year 11.2% and 5 year 15.8%. To see how this fund performed compared in its category, and other #1 and #2 Ranked Mutual Funds, please click here .
VEVIX's performance, as of the last filing, when compared to funds in its category was in the top 3% over the past 1 year, and in the top 1% over the past 3 years and in the top 4% over the past 5 years.
The Victory Sycamore Established Value I fund, as of the last filing, allocates their fund in four major groups; Large Value, Intermediate Bond, Large Growth and Small Value. Further, as of the last filing, Archer-Daniels Midland Co, SunTrust Banks Inc and Parker Hannifin Corp were the top holdings for VEVIX.
This Zacks Rank #2 (Buy) was incepted in March 2010 and is managed by Victory . VEVIX carries an expense ratio of 0.69% and requires a minimal initial investment of $2,000,000.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
