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Victory Sycamore Small Company Opportunity Cl Y: (MF: VSOYX)

(NASDAQ Mutual Funds) As of Nov 25, 2022 06:45 PM ET

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$51.24 USD

+0.27 (0.53%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

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Latest Performance as of Oct 31, 2022

Total Return %* Percentile Rank Objective
YTD -6.50 7
3 months -0.97 19
6 months 2.50 8
1 Year -3.10 5
3 Year 8.82 33
5 Year 7.75 26
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for VSOYX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 9.30
% Yield 0.33
% SEC Yield NA
Net Assets (Mil $) 10/31/2022 32.72
%Turnover 10/31/2022 32.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.01 NA
Alpha -0.59 -2.07 0.00
R Squared 0.78 0.80 NA
Std. Dev. 23.49 20.79 NA
Sharpe 0.47 0.42 NA

Sector / Country Weightings

As of 10/31/2022 % of Portfolio
Industrial Cyclical 30.32
Finance 21.96
Other 8.59
Technology 8.21
Retail Trade 7.94
Non-Durable 7.21
Services 5.57
Utilities 3.88
Energy 3.46
Consumer Durables 1.55
Health 1.31

Portfolio Holdings

Top Equity Holdings
(As of 6/30/2022)
% of Portfolio Value (Mil$)
INDEPENDENT BANK CORPORAT 1.82 107.23
TOTAL*OTHER 1.78 104.57
SOUTH STATE CORPORATION 1.66 97.98
UMB FINANCIAL 1.56 91.88
BANK OF HAWAII CORPORATIO 1.55 91.53
EMCOR GROUP 1.55 91.12
APPLIED INDUSTRIAL TECH I 1.49 87.52
PDC ENERGY INC 1.42 83.62
PERFORMANCE FOOD GROUP CO 1.41 83.22

Stock Holding % of Net Assets

As Of 6/30/2022
Total Issues 109
Avg. P/E 24.32
Avg. P/Book 2.37
Avg. EPS Growth 5.44
Avg. Market Value (Mil $) 3,462

Allocation

% of Portfolio
Large Growth 0.00
Large Value 15.77
Small Growth 0.00
Small Value 81.54
Foreign Stock 0.00
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00