Victory Sycamore Established Value Fund Class C

Frequently Asked Questions About VEVCX

What does VEVCX invest in?

Under normal circumstances, at least 80% of the fund's 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 ("ADRs" and "GDRs").

What is the expense ratio of VEVCX?

Victory Sycamore Established Value Fund Class C (VEVCX) charges an expense ratio of 1.70%. This is the annual fee deducted from fund assets to cover management and operations.

How big is VEVCX?

Victory Sycamore Established Value Fund Class C (VEVCX) is one share class of a fund that manages $13.78B across all of its share classes (GETGX, VEVIX, VEVRX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is VEVCX actively managed or an index fund?

VEVCX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (VEVCX's is 1.70%) in exchange for the discretion to over- or under-weight positions.

When was VEVCX launched?

Victory Sycamore Established Value Fund Class C (VEVCX) launched in March 2016 and is managed by Victory Capital.

How has VEVCX performed?

VEVCX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.