Victory Sycamore is trading at 54.47 as of the 25th of November 2024; that is 1.04% up since the beginning of the trading day. The fund's open price was 53.91. Victory Sycamore has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Victory Sycamore Established are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of October 2024 and ending today, the 25th of November 2024. Click here to learn more.
Under normal circumstances, at least 80 percent of the funds assets will be invested in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell Midcap Value Index. It may invest a portion of its assets in equity securities of foreign companies traded in the U.S., including American Depositary Receipts and Global Depositary Receipts .. More on Victory Sycamore Established
Victory Sycamore Established [VETAX] is traded in USA and was established 25th of November 2024. Victory Sycamore is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Victory Capital family. This fund at this time has accumulated 16.65 B in net assets with no minimum investment requirementsVictory Sycamore Est is currently producing year-to-date (YTD) return of 14.1% with the current yeild of 0.01%, while the total return for the last 3 years was 7.29%.
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Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Victory Sycamore Established Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Victory Sycamore Established Mutual Fund Constituents
Other Information on Investing in Victory Mutual Fund
Victory Sycamore financial ratios help investors to determine whether Victory Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Victory with respect to the benefits of owning Victory Sycamore security.