Victory Sycamore Established Value Fund Class I
VEVIX
NASDAQ- -
USD
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- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
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in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Victory Portfolios DE United States of America
- IPO Date
- Mar 1, 2010
- CIK
- 0000802716
- Website
- investor.vcm.com
- Similar Companies
- Business
- Victory Sycamore Established Value Fund Class I (VEVIX) is an actively managed open-end 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, high-quality companies with above-average dividend yields. The fund focuses on U.S. large-cap value equities, selecting securities based on fundamental analysis emphasizing sustainable competitive advantages, strong balance sheets, consistent earnings growth, and attractive valuations; it employs a bottom-up stock selection process while maintaining diversification across sectors such as financials, healthcare, industrials, consumer staples, and information technology. VEVIX offers Class I shares characterized by no sales load, a minimum initial investment typically for institutional investors, and an expense ratio that supports cost efficiency for long-term holders targeting dividend growth and capital preservation. Managed by Victory Capital Management, Inc., headquartered in San Antonio, Texas, and founded in 2000 as part of the former KeyBank asset management legacy now under Victory Capital (established 2013 through acquisitions), the fund operates within the U.S. equity value segment and serves institutional clients, financial advisors, and high-net-worth individuals seeking income-oriented equity exposure. Geographically, it invests predominantly in domestic U.S. companies listed on major exchanges, with selective international holdings limited to American Depositary Receipts or similar instruments. Victory Sycamore Established Value Fund maintains a disciplined portfolio of 40-60 holdings, benchmarked against the Russell 1000 Value Index, prioritizing companies with proven management teams and robust free cash flow generation. Recent developments include Victory Capital's strategic acquisition of the USAA Asset Management Company in 2021, expanding its asset base and distribution channels; enhanced portfolio manager experience with lead managers like Michael Colon and Joshua Stewart bringing decades of value investing expertise; and ongoing adjustments to dividend strategies amid 2024-2025 interest rate environments, including increased emphasis on resilient dividend payers resilient to economic cycles. In 2025, the fund benefited from Victory Capital's broader platform enhancements, such as improved ESG integration options and digital advisory tools for shareholders, without major reorganizations or name changes. These initiatives underscore Victory Capital's commitment to scaling operations while preserving the fund's established value discipline.