Victory Sycamore Established Value Fund Class A (VETAX)

Overview

The described company operates as an investment fund, primarily focusing on investing in equity securities. By allocating at least 80% of its assets toward companies with market capitalizations that fall within the range of the Russell Midcap® Value Index at the time of purchase, the fund aligns its investment strategy with mid-cap value-oriented equities. This approach signifies a targeted investment methodology aimed at leveraging the potential growth and value opportunities presented by mid-sized companies that are considered undervalued or have significant growth potential. Additionally, the company demonstrates flexibility in its portfolio by including securities of foreign companies traded in the U.S., such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), allowing for diversified investment exposure beyond domestic markets.

Products and Services

The company offers a specialized investment product focusing on equity securities within a specified market capitalization range, emphasizing mid-cap value stocks characterized by their potential for growth and value. This product is designed for investors looking to diversify their portfolio with mid-sized companies possessing growth potential and undervaluation attributes similar to those represented in the Russell Midcap® Value Index.

• Equity Securities Investment:

  Core investment service involving the allocation of at least 80% of the fund's assets in equity securities of mid-cap companies. These securities are selected based on their market capitalization aligning with the range of companies in the Russell Midcap® Value Index at the time of purchase, focusing on value-driven investment opportunities.

• Foreign Securities Investment:

  A portion of the fund's assets may be invested in equity securities of foreign companies that are traded in the U.S. This includes investments through American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), providing investors with the opportunity to gain exposure to international markets within a regulated U.S. framework. This offering amplifies the fund's diversification and allows investors access to growth opportunities in foreign markets.