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Victory Sycamore Established Value A (VETAX) Fund Ranking and Research

Ranking, Research and Recommendation of Victory Sycamore Established Value A (VETAX) Fund

    Last Trade: $38.87 on 7/24/2017, Change: +0.10 (0.26%)

 

Graph of Victory Sycamore Established Value A Fund (VETAX) ManagerFund Manager - Gregory M. Conners

Fund Manager Information

Fund Manager Tenure: 15.4 years
Fund Family: Victory
Fund Category: Mid-Cap Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)
Conners is a portfolio manager for Victory Gradison Capital Management and has been with Victory Gradison Capital Management since March 1999. He was an equity analyst with Carillon Advisers, Inc. from December 1994 to March 1999.  Get more insights on Gregory M. Conners

 

Graph of Victory Sycamore Established Value A Fund (VETAX) ProfileVictory Sycamore Established Value A Fund (VETAX) Profile

Fund Profile and Description

Victory Sycamore Established Value A Fund seeks long-term capital growth. Victory Sycamore Established Value A Fund invests primarily in equity securities of companies with market capitalizations within the range of companies comprising the Russell MidCap(R) Index. It normally invests at least 80% of net assets in equity securities of companies with market capitalizations within the range of companies comprising the Russell MidCap(R) Index.

 

Victory Sycamore Established Value A (VETAX) Fund Strength What we like about Victory Sycamore Established Value A (VETAX) Fund

Data for Victory Sycamore Established Value A Fund (VETAX) as of May 30, 2016

  • Victory Sycamore Established Value A Fund (VETAX) management has been with Victory Sycamore Established Value A Fund for 15.4 years
  • Victory Sycamore Established Value A Fund (VETAX) has good short-term performance (1-year return 4.84% vs -3.20% Mid-Cap Value category median performance)
  • Victory Sycamore Established Value A Fund (VETAX) has good mid-term performance (3-year return 12.88% vs 8.20% Mid-Cap Value category median performance)
  • Victory Sycamore Established Value A Fund (VETAX) has good Long-term performance (5-year return 11.08% vs 8.87% Mid-Cap Value category median performance)
  • Victory Sycamore Established Value A Fund (VETAX) ratio of up-years vs down years is greater than 2
  • Victory Sycamore Established Value A Fund (VETAX) has a Morningstar rating of 4 and above
  • Asset base in Victory Sycamore Established Value A Fund (VETAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Victory Sycamore Established Value A Fund (VETAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12, lower than category average of 12.6
  • Victory Sycamore Established Value A Fund (VETAX) has a lower expense ratio than its Mid-Cap Value average: 0.99% vs 1.18%

Victory Sycamore Established Value A Fund (VETAX) Weakness What we are cautious about Victory Sycamore Established Value A (VETAX) Fund

Data for Victory Sycamore Established Value A Fund (VETAX) as of May 30, 2016

  • Victory Sycamore Established Value A Fund (VETAX) has an annual stock turnover rate of 58.00% that is higher than the Mid-Cap Value average of 53.78%. This could mean Victory Sycamore Established Value A is more nimble, but also signal potential high tax impact and high trading fees
  • Victory Sycamore Established Value A Fund (VETAX) carries a 5.75% load
See Victory Sycamore Established Value A Fund (VETAX) performance details as of May 30, 2016

 

What do you think?

 

Compare Victory Sycamore Established Value A Fund (VETAX)Compare with other top Mid-Cap Value category mutual funds

Aadditional top Mid-Cap Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Victory Sycamore Established Value A9.584.8412.8811.08
American Century Mid Cap Value C (ACCLX)9.334.3411.1311.06Compare
VY American Century Small-Mid Cap Val S2 (ISMSX)8.163.3910.7310.75Compare
JHancock Disciplined Value Mid Cap Adv (JVMVX)4.440.4912.5512.11Compare

See top fund managers for Mid-Cap Value Category Funds

 

Compare Victory Sycamore Established Value A Fund (VETAX)Compare with Mid-Cap Value category ETFs

Some Mid-Cap Value ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Select Dividend (DVY)11.18%9.44%12.25%
PowerShares High Yld Eq Div Achiev ETF (PEY)14.38%16.97%16.38%
PowerShares Russell Midcap Pure Val ETF (PXMV)11.24%1.03%10.35%
Vanguard Mid-Cap Value ETF (VOE)000
SPDR S&P 400 Mid Cap Value ETF (MDYV)000

 

Graph of Victory Sycamore Established Value A Fund (VETAX) Net Asset TrackingVictory Sycamore Established Value A (VETAX) Fund Net Asset

Track net asset change of Victory Sycamore Established Value A fund (VETAX)

DateNet Asset
05/2016$4.38B
03/2016$3.67B
02/2016$3.27B
More historic net asset information on Victory Sycamore Established Value A Fund (VETAX)

  

Graph of Victory Sycamore Established Value A Fund (VETAX) Portfolio TrackingVictory Sycamore Established Value A (VETAX) Fund Portfolio Allocation

Track portfolio allocation change of Victory Sycamore Established Value A fund (VETAX)

DateCashStockBondOther
03/20166.43%93.57%0%0%
12/20154.7%95.3%0%0%
09/20152.57%97.43%0%0%
Click here to see more historic asset allocation information on Victory Sycamore Established Value A Fund (VETAX)

 

graph of Victory Sycamore Established Value A Fund (VETAX) Top 10 Position TrackingTop 10 Holdings in Victory Sycamore Established Value A (VETAX) Fund

Discover what Victory Sycamore Established Value A Fund (VETAX) manager is buying

Mar 30, 2016
Xylem Inc. Common Stock New [2.26%]
Parker-Hannifin Corporation Com [2.18%]
Alleghany Corporation Common St [2.08%]
AptarGroup, Inc. Common Stock [2.07%]
CBS Corporation Class B Common [1.99%]
Old Dominion Freight Line, Inc. [1.98%]
SunTrust Banks, Inc. Common Sto [1.95%]
AFLAC Incorporated Common Stock [1.92%]
Jacobs Engineering Group Inc. C [1.9%]
Citizens Financial Group, Inc. [1.88%]

Dec 30, 2015
Unum Group Common Stock [2.51%]
Citizens Financial Group, Inc. [2.44%]
SunTrust Banks, Inc. Common Sto [2.41%]
Xylem Inc. Common Stock New [2.31%]
Xcel Energy Inc. Common Stock [2.03%]
Alliant Energy Corporation Comm [2.01%]
Parker-Hannifin Corporation Com [1.99%]
Alleghany Corporation Common St [1.97%]
DTE Energy Company Common Stock [1.93%]
AptarGroup, Inc. Common Stock [1.93%]

Sep 29, 2015
Unum Group Common Stock [2.51%]
Dollar General Corporation Comm [2.18%]
Xylem Inc. Common Stock New [2.12%]
Citizens Financial Group, Inc. [2.08%]
Alleghany Corporation Common St [1.94%]
DDR Corp. Common Stock [1.93%]
DENTSPLY International Inc. [1.91%]
SunTrust Banks, Inc. Common Sto [1.9%]
Atmos Energy Corporation Common [1.82%]
Xcel Energy Inc. Common Stock [1.82%]
Click here for Stock Holding Change Map in Victory Sycamore Established Value A Fund (VETAX)

  

Latest News on Victory Sycamore Established Value A (VETAX) Fund

See what is happening with Victory Sycamore Established Value A Fund (VETAX)

 

Victory Sycamore Established Value A Fund (VETAX) Related ResourcesSee more information on Victory Sycamore Established Value A (VETAX) Fund

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