Victory Sycamore Established Value Fund Class R (GETGX) is a mutual fund that seeks total return through a combination of current income and long-term capital appreciation by investing primarily in common stocks of established, dividend-paying companies with attractive valuations. The fund offers a Class R share class designed for retirement plans and institutional investors, featuring products such as equity securities of mid- and large-cap U.S. companies selected for their established business models, strong balance sheets, and sustainable dividends; convertible securities; and limited fixed-income investments for income generation. It operates within the large-value equity segment, targeting institutional and retirement plan investors across the United States with a focus on domestic markets.
Managed by Victory Capital Management, headquartered in San Antonio, Texas, and founded in 1992 as part of the former Sycamore funds before integration into Victory's lineup following the 2019 acquisition of USAA Asset Management Company, the fund emphasizes a disciplined value-oriented approach with sector allocations including financials, industrials, healthcare, and consumer staples. Geographically, it focuses on U.S.-based issuers while maintaining flexibility for opportunistic international exposure. Victory Capital, the parent firm established in 2013 through its initial fund launches, oversees approximately $180 billion in assets under management as of late 2025, with GETGX representing a core offering in its established value strategy suite.
Recent developments include Victory Capital's strategic expansion through the 2024 acquisition of additional boutique managers to bolster its multi-asset capabilities and a 2025 partnership with leading retirement platforms to enhance distribution of Class R shares like GETGX; the fund itself underwent a portfolio rebalancing in early 2025 to adapt to rising interest rates, increasing allocations to financials and energy amid market volatility following President Trump's reelection. No major name changes or reorganizations have occurred in the last two years, though Victory announced enhanced ESG integration across its value funds in mid-2025 to meet institutional demands without altering core investment criteria. These changes position GETGX for sustained performance in a value-favoring economic environment.