Advertisement
Skip to Content
Morningstar

Victory Sycamore Established Value R GETGX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 46.43  /  0.04 %
  • Total Assets 17.8 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 1.10%
  • Turnover 24%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:24 AM GMT+00:00

Morningstar’s 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.

Senior Analyst

Summary

| by Stephen Welch

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.

Unlock our full analysis with Morningstar Investor