Victory Sycamore Small Fund Quote
| SSGSX Fund | USD 43.26 0.42 0.96% |
PerformanceVery Weak
| Odds Of DistressLow
|
Victory Sycamore is trading at 43.26 as of the 22nd of March 2025; that is 0.96% down since the beginning of the trading day. The fund's open price was 43.68. Victory Sycamore has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 2025. 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
Moving against Victory Mutual Fund
Victory Mutual Fund Highlights
| Fund Concentration | Victory Capital Funds, Large Funds, Small Value Funds, Small Value, Victory Capital (View all Sectors) |
| Update Date | 31st of March 2025 |
| Expense Ratio Date | 1st of November 2022 |
| Fiscal Year End | October |
Victory Sycamore Small [SSGSX] is traded in USA and was established 22nd of March 2025. Victory Sycamore is listed under Victory Capital category by Fama And French industry classification. The fund is listed under Small Value category and is part of Victory Capital family. This fund at this time has accumulated 6.96 B in assets with no minimum investment requirementsVictory Sycamore Small is currently producing year-to-date (YTD) return of 0.95% with the current yeild of 0.0%, while the total return for the last 3 years was 2.78%.
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
| NTGR | NETGEAR | Stock | Information Technology | |
| TXRH | Texas Roadhouse | Stock | Consumer Discretionary | |
| CHH | Choice Hotels International | Stock | Consumer Discretionary | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| SSB | SouthState | Stock | Financials | |
| CBT | Cabot | Stock | Materials | |
| AVNS | Avanos Medical | Stock | Health Care | |
| AXS | AXIS Capital Holdings | Stock | Financials |
Victory Sycamore Small Risk Profiles
| Mean Deviation | 0.914 | |||
| Standard Deviation | 1.4 | |||
| Variance | 1.95 | |||
| Risk Adjusted Performance | (0.17) |
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.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals | |
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Stock Tickers Use high-impact, comprehensive, and customizable stock tickers that can be easily integrated to any websites |