Victory Sycamore Small Fund Quote
| VSOIX Fund | USD 43.99 0.43 0.97% |
PerformanceVery Weak
| Odds Of DistressLow
|
Victory Sycamore is trading at 43.99 as of the 21st of March 2025; that is 0.97 percent decrease since the beginning of the trading day. The fund's open price was 44.42. Victory Sycamore has about a 22 % 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 21st of December 2024 and ending today, the 21st 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
| 0.94 | GETGX | Victory Sycamore Est | PairCorr |
| 0.92 | MMEYX | Victory Integrity | PairCorr |
| 0.91 | MNNCX | Victory Munder Multi | PairCorr |
| 0.91 | 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 | 31st of March 2025 |
Victory Sycamore Small [VSOIX] is traded in USA and was established 21st of March 2025. 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 1.0% with the current yeild of 0.01%, while the total return for the last 3 years was 3.13%.
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
| SSB | SouthState | Stock | Financials | |
| ASB | Associated Banc Corp | Stock | Financials | |
| AIT | Applied Industrial Technologies | Stock | Industrials | |
| PFGC | Performance Food Group | Stock | Consumer Staples | |
| VMI | Valmont Industries | Stock | Industrials | |
| LAD | Lithia Motors | Stock | Consumer Discretionary | |
| AXS | AXIS Capital Holdings | Stock | Financials | |
| B | Barnes Group | Stock | Industrials |
Victory Sycamore Small Risk Profiles
| Mean Deviation | 0.9099 | |||
| Standard Deviation | 1.38 | |||
| Variance | 1.92 | |||
| 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.
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