Victory Sycamore Established Value Fund Class R6 (VEVRX)

Overview

The company described specializes in investment fund management, with a focus on equity securities. A significant characteristic is its commitment to investing at least 80% of its assets in the equity securities of mid-cap companies. The selection criterion for these investments is based on the market capitalizations of companies that fall within the range of those indexed by the Russell Midcap® Value Index. This approach underscores the company's strategy to target investments that have the potential for value growth. In addition to domestic equities, the company also diversifies its investments across international markets by including equity securities of foreign companies. These international investments are primarily facilitated through instruments such as American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), allowing for a broader and more diversified investment portfolio.

Products and Services

• Equity Securities of Mid-Cap Companies

  Primarily, the fund focuses on investing in the equity securities of mid-cap companies that have market capitalizations falling within the range of the Russell Midcap® Value Index at the time of purchase. This strategy is designed to identify and exploit the growth potential of mid-sized companies, providing investors with opportunities for value appreciation.

• Investments in Foreign Equity Securities

  To enhance diversification and potential returns, a portion of the fund's assets is allocated to equity securities of foreign companies. These investments, made accessible through American Depositary Receipts (ADRs) and Global Depositary Receipts (GDRs), allow the fund to participate in the growth of companies outside the U.S. market. This strategy aims to tap into the global investment landscape, offering exposure to international markets and industries.