Victory Sycamore Established Value Fund Class R6
VEVRX
NASDAQ- -
USD
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Capital Structure
FRC
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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
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4900 Tiedeman Road Brooklyn OH United States of America 44144
- IPO Date
- Mar 10, 2014
- CIK
- 0000802716
- Website
- investor.vcm.com
- Similar Companies
- Business
- Victory Sycamore Established Value Fund Class R6 (VEVRX) is an open-end mutual fund that seeks long-term capital appreciation with a goal of minimizing the risk of permanent capital loss through a bottom-up, fundamental value investment approach focused on undervalued mid-cap companies. The fund invests primarily in a diversified portfolio of U.S. mid-cap value equities exhibiting above-average financial strength, exploitable valuation disparities relative to estimated fair value, and prospects for improving fundamentals; it employs elements of both deep value and relative value strategies to capitalize on mid-cap market inefficiencies, with portfolio characteristics including a weighted average market capitalization of $24.1 billion, 77 total holdings, and sector allocations emphasizing industrials, financials, health care, and information technology. Available share classes include A (VETAX), C (VEVCX), I (VEVIX), R (GETGX), R6 (VEVRX), and Y (VEVYX), with the R6 class featuring a net expense ratio of 0.54% and no sales loads; the fund is distributed by Victory Capital Services, Inc., part of Victory Capital Management Inc., a diversified global asset manager headquartered in San Antonio, Texas. Managed by the Sycamore Capital investment team at Victory Capital since the R6 class inception on March 4, 2014—with lead manager Gary Miller since 1998, alongside Gregory Conners, Jeffrey Graff, James Albers, and Michael Rodarte—the fund targets institutional and intermediary investors in the U.S. market, maintaining approximately $17.1 billion in assets under management as of September 30, 2025. Victory Capital, which traces its roots to over 100 years of asset management history, oversees the fund within its suite of mutual funds, ETFs, and other products across 12 autonomous Investment Franchises. In a major strategic development, Victory Capital closed its transformational transaction with Amundi SA in April 2025, establishing 15-year reciprocal global distribution agreements and acquiring Amundi US (rebranded as Pioneer Investments), thereby globalizing operations, adding $119 billion in assets, enhancing U.S. and international distribution, and targeting over $110 million in net expense synergies. This partnership expands access to Victory strategies, including VEVRX, through Amundi's worldwide network while introducing Pioneer strategies to U.S. clients, with ongoing product registrations for retail structures outside the U.S.; additionally, Victory Capital reported record 2024 financial results and expanded its ETF platform with four new strategies. The fund itself remains generally closed to new investors since June 30, 2017, and continues to deliver competitive risk-adjusted performance, earning LSEG Lipper Fund Awards for consistent returns over multiple periods ended November 30, 2024.