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Victory Sycamore Small Company Opp R (GOGFX) Fund Ranking and Research

Ranking, Research and Recommendation of Victory Sycamore Small Company Opp R (GOGFX) Fund

    Last Trade: $41.39 on 4/21/2017, Change: -0.09 (-0.22%)

 

Graph of Victory Sycamore Small Company Opp R Fund (GOGFX) ManagerFund Manager - Gary H. Miller

Fund Manager Information

Fund Manager Tenure: 18.9 years
Fund Family: Victory
Fund Category: Small Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.79)     (What does this score mean?)
Miller has been vice president and portfolio manager with Victory Capital Management since June 1998, and has been with Victory Capital Management since 1993.  Get more insights on Gary H. Miller

 

Graph of Victory Sycamore Small Company Opp R Fund (GOGFX) ProfileVictory Sycamore Small Company Opp R Fund (GOGFX) Profile

Fund Profile and Description

Victory Sycamore Small Company Opp R Fund seeks capital appreciation. Victory Sycamore Small Company Opp R Fund invests primarily in common stocks of smaller companies that the adviser believes to be undervalued relative to their underlying earnings potential. It normally invests at least 80% of net assets in equity securities of small companies which have market capitalization within the range of companies comprising the Russell 2000 Value Index.

 

Victory Sycamore Small Company Opp R (GOGFX) Fund Strength What we like about Victory Sycamore Small Company Opp R (GOGFX) Fund

Data for Victory Sycamore Small Company Opp R Fund (GOGFX) as of May 30, 2016

  • Victory Sycamore Small Company Opp R Fund (GOGFX) management has been with Victory Sycamore Small Company Opp R Fund for 18.9 years
  • Victory Sycamore Small Company Opp R Fund (GOGFX) has good short-term performance (1-year return 2.76% vs -3.44% Small Value category median performance)
  • Victory Sycamore Small Company Opp R Fund (GOGFX) has good mid-term performance (3-year return 9.20% vs 6.26% Small Value category median performance)
  • Victory Sycamore Small Company Opp R Fund (GOGFX) has good Long-term performance (5-year return 9.10% vs 7.71% Small Value category median performance)
  • Victory Sycamore Small Company Opp R Fund (GOGFX) has a Morningstar rating of 4 and above
  • Asset base in Victory Sycamore Small Company Opp R Fund (GOGFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Victory Sycamore Small Company Opp R Fund (GOGFX) has an annual stock turnover rate of 53.00% vs Small Value average of 58.14%. It is good that Victory Sycamore Small Company Opp R management does not trade extensively for its return.
  • Victory Sycamore Small Company Opp R Fund (GOGFX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.38, lower than category average of 14.31

Victory Sycamore Small Company Opp R Fund (GOGFX) Weakness What we are cautious about Victory Sycamore Small Company Opp R (GOGFX) Fund

Data for Victory Sycamore Small Company Opp R Fund (GOGFX) as of May 30, 2016

  • Victory Sycamore Small Company Opp R Fund (GOGFX) ratio of up-years vs down years can be improved
  • Victory Sycamore Small Company Opp R Fund (GOGFX) has a higher expense ratio of 1.52% than its Small Value average of 1.33%
  • Even though Victory Sycamore Small Company Opp R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Victory Sycamore Small Company Opp R Fund (GOGFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Victory Sycamore Small Company Opp R Fund (GOGFX)Compare with other top Small Value category mutual funds

Aadditional top Small Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Victory Sycamore Small Company Opp R5.392.769.209.10
CornerCap Small Cap Value (CSCVX)4.881.5711.119.49Compare
Dean Small Cap Value (DASCX)9.152.098.239.21Compare
Wells Fargo Advantage Spec SmCp Val A (ESPAX)8.731.9310.6710.24Compare

See top fund managers for Small Value Category Funds

 

Compare Victory Sycamore Small Company Opp R Fund (GOGFX)Compare with Small Value category ETFs

Some Small Value ETFs for your consideration

ETFYear to DateOne YearThree Year
WisdomTree SmallCap Dividend ETF (DES)8.71%2.35%9.27%
SPDR S&P 600 Small Cap Value ETF (SLYV)8.03%0.48%9.10%
First Trust Small Cap Val AlphaDEX ETF (FYT)000
iShares Morningstar Small-Cap Value (JKL)000
PowerShares Zacks Micro Cap ETF (PZI)000

 

Graph of Victory Sycamore Small Company Opp R Fund (GOGFX) Net Asset TrackingVictory Sycamore Small Company Opp R (GOGFX) Fund Net Asset

Track net asset change of Victory Sycamore Small Company Opp R fund (GOGFX)

DateNet Asset
05/2016$3.13B
03/2016$2.92B
02/2016$2.73B
More historic net asset information on Victory Sycamore Small Company Opp R Fund (GOGFX)

  

Graph of Victory Sycamore Small Company Opp R Fund (GOGFX) Portfolio TrackingVictory Sycamore Small Company Opp R (GOGFX) Fund Portfolio Allocation

Track portfolio allocation change of Victory Sycamore Small Company Opp R fund (GOGFX)

DateCashStockBondOther
03/20164.47%95.52%0%0.01%
12/20154.1%95.9%0%0%
09/20154.14%95.86%0%0%
Click here to see more historic asset allocation information on Victory Sycamore Small Company Opp R Fund (GOGFX)

 

graph of Victory Sycamore Small Company Opp R Fund (GOGFX) Top 10 Position TrackingTop 10 Holdings in Victory Sycamore Small Company Opp R (GOGFX) Fund

Discover what Victory Sycamore Small Company Opp R Fund (GOGFX) manager is buying

Mar 30, 2016
EMCOR Group, Inc. Common Stock [1.97%]
Unifirst Corporation Common Sto [1.73%]
Brown & Brown, Inc. Common Stoc [1.7%]
Sterling Bancorp [1.64%]
Applied Industrial Technologies [1.59%]
H. B. Fuller Company Common Sto [1.58%]
F.N.B. Corporation Common Stock [1.58%]
Plexus Corp. [1.57%]
Eagle Bancorp, Inc. [1.51%]
Barnes Group, Inc. Common Stock [1.49%]

Dec 30, 2015
EMCOR Group, Inc. Common Stock [2.03%]
Sterling Bancorp [1.83%]
Owens & Minor, Inc. Common Stoc [1.76%]
Columbia Banking System, Inc. [1.73%]
Brown & Brown, Inc. Common Stoc [1.71%]
F.N.B. Corporation Common Stock [1.7%]
Eagle Bancorp, Inc. [1.65%]
Barnes Group, Inc. Common Stock [1.64%]
Anixter International Inc. Comm [1.52%]
Old National Bancorp [1.49%]

Sep 29, 2015
Flowers Foods, Inc. Common Stoc [1.75%]
EMCOR Group, Inc. Common Stock [1.7%]
Owens & Minor, Inc. Common Stoc [1.6%]
Ingram Micro Inc. Common Stock [1.58%]
American Financial Group, Inc. [1.55%]
Columbia Banking System, Inc. [1.55%]
Sterling Bancorp [1.54%]
F.N.B. Corporation Common Stock [1.52%]
Brown & Brown, Inc. Common Stoc [1.51%]
Barnes Group, Inc. Common Stock [1.49%]
Click here for Stock Holding Change Map in Victory Sycamore Small Company Opp R Fund (GOGFX)

  

Latest News on Victory Sycamore Small Company Opp R (GOGFX) Fund

See what is happening with Victory Sycamore Small Company Opp R Fund (GOGFX)

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Victory Sycamore Small Company Opp R Fund (GOGFX) Related ResourcesSee more information on Victory Sycamore Small Company Opp R (GOGFX) Fund

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