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Morningstar

Victory Sycamore Established Value R GETGX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
41.59  /  0.72 %
Total Assets
14.7 Bil
Adj. Expense Ratio
1.110%
Expense Ratio
1.110%
Fee Level
Low
Longest Manager Tenure
24.17 years
Category
Mid-Cap Value
Investment Style
Mid Value
Min. Initial Investment
0
Status
Open
TTM Yield
1.45%
Turnover
24%

Morningstar’s Fund Analysis GETGX

Will GETGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GETGX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GETGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GETGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Consistency is the key.

Analyst

Summary

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Victory Sycamore Established Value’s veteran leadership and time-tested process earn the fund’s cheapest share classes a Morningstar Analyst Rating of Silver, while the rest get Bronze. The fund is closed to new investors.

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