Victory Sycamore Small Fund Quote
| VSOIX Fund | USD 55.59 0.89 1.63% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Victory Sycamore is trading at 55.59 as of the 26th of November 2024; that is 1.63 percent increase since the beginning of the trading day. The fund's open price was 54.7. 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 Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 6th of January 2023 and ending today, the 26th of November 2024. Click here to learn more.
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 percent of its assets in equity securities of small companies. More on Victory Sycamore Small
Moving together with Victory Mutual Fund
| 0.72 | GETGX | Victory Sycamore Est | PairCorr |
| 0.91 | MMEYX | Victory Integrity | PairCorr |
| 0.84 | MNNCX | Victory Munder Multi | PairCorr |
| 0.84 | MNNYX | Victory Munder Multi | PairCorr |
Moving against Victory Mutual Fund
Victory Mutual Fund Highlights
| Fund Concentration | Victory Funds, Large Funds, Small Value Funds, Small Value, Victory, Large, Small Value (View all Sectors) |
| Update Date | 30th of September 2024 |
Victory Sycamore Small [VSOIX] is traded in USA and was established 26th of November 2024. Victory Sycamore is listed under Victory category by Fama And French industry classification. The fund is listed under Small Value category and is part of Victory family. This fund at this time has accumulated 5.53 B in net assets with minimum initial investment of 2 M. Victory Sycamore Small is currently producing year-to-date (YTD) return of 12.99% with the current yeild of 0.01%, while the total return for the last 3 years was 5.17%.
Check Victory Sycamore Probability Of Bankruptcy
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 Small 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 Small Mutual Fund Constituents
| HMN | Horace Mann Educators | Stock | Financials | |
| AIT | Applied Industrial Technologies | Stock | Industrials | |
| VMI | Valmont Industries | Stock | Industrials | |
| INDB | Independent Bank | Stock | Financials | |
| KFY | Korn Ferry | Stock | Industrials | |
| WWW | Wolverine World Wide | Stock | Consumer Discretionary | |
| PRA | ProAssurance | Stock | Financials | |
| HELE | Helen of Troy | Stock | Consumer Discretionary |
Victory Sycamore Small Risk Profiles
| Mean Deviation | 0.8455 | |||
| Semi Deviation | 0.7286 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.43 |
Victory Sycamore Against Markets
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.
| Commodity Channel Use Commodity Channel Index to analyze current equity momentum | |
| Efficient Frontier Plot and analyze your portfolio and positions against risk-return landscape of the market. | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk |