Victory Sycamore Small Fund Quote
| VSOYX Fund | USD 46.07 0.02 0.04% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Victory Sycamore is trading at 46.07 as of the 18th of April 2024; that is 0.04 percent up since the beginning of the trading day. The fund's open price was 46.05. Victory Sycamore has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Victory Sycamore Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 2024. Click here to learn more.
The fund invests primarily in the equity securities of smaller companies that the Adviser believes to be undervalued relative to the underlying earnings potential of the company. Under normal circumstances, the fund will invest at least 80 percent of its assets in equity securities of small companies. More on Victory Sycamore Small
Moving together with Victory Mutual Fund
| 0.86 | GUBGX | Victory Rs International | PairCorr |
| 0.77 | GUHYX | Victory High Yield | PairCorr |
| 0.89 | GETGX | Victory Sycamore Est | PairCorr |
| 0.94 | MMEYX | Victory Integrity | PairCorr |
| 0.88 | MNNCX | Victory Munder Multi | PairCorr |
Victory Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Victory Sycamore's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Victory Sycamore or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Victory Funds, Large Funds, Small Value Funds, Small Value, Victory (View all Sectors) |
| Update Date | 30th of March 2024 |
Victory Sycamore Small [VSOYX] is traded in USA and was established 18th of April 2024. Victory Sycamore is listed under Victory category by Fama And French industry classification. The fund is listed under Small Value category and is part of Victory family. This fund at this time has accumulated 5.53 B in net assets with no minimum investment requirementsVictory Sycamore Small is currently producing year-to-date (YTD) return of 0.85% with the current yeild of 0.01%, while the total return for the last 3 years was 2.48%.
Check Victory Sycamore Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Victory Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Victory Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Victory Sycamore Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Victory Sycamore Small Mutual Fund Constituents
| IWN | iShares Russell 2000 | Etf | Small Value |
| WRE | Washington Real Estate | Stock | Real Estate |
| WTS | Watts Water Technologies | Stock | Industrials |
| ANDE | The Andersons | Stock | Consumer Staples |
| UMBF | UMB Financial | Stock | Financials |
| COLM | Columbia Sportswear | Stock | Consumer Discretionary |
| EME | EMCOR Group | Stock | Industrials |
Victory Sycamore Target Price Odds Analysis
Based on a normal probability distribution, the odds of Victory Sycamore jumping above the current price in 90 days from now is more than 94.0%. The Victory Sycamore Small probability density function shows the probability of Victory Sycamore mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.4331. This entails as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Victory Sycamore will likely underperform. Additionally, victory Sycamore Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Victory Sycamore to move above the current price in 90 days from now is more than 94.0 (This Victory Sycamore Small probability density function shows the probability of Victory Mutual Fund to fall within a particular range of prices over 90 days) .
Victory Sycamore Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Victory Sycamore market risk premium is the additional return an investor will receive from holding Victory Sycamore long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Victory Sycamore. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Victory Sycamore's alpha and beta are two of the key measurements used to evaluate Victory Sycamore's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.8196 | |||
| Semi Deviation | 1.14 | |||
| Standard Deviation | 1.07 | |||
| Variance | 1.14 |
Victory Sycamore Against Markets
Picking the right benchmark for Victory Sycamore mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Victory Sycamore mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Victory Sycamore is critical whether you are bullish or bearish towards Victory Sycamore Small at a given time. Please also check how Victory Sycamore's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Victory Sycamore without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Victory Mutual Fund?
Before investing in Victory Sycamore, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Victory Sycamore. To buy Victory Sycamore fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Victory Sycamore. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Victory Sycamore fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Victory Sycamore Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Victory Sycamore Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Victory Sycamore Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Victory Sycamore Small?
The danger of trading Victory Sycamore Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Victory Sycamore is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Victory Sycamore. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Victory Sycamore Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Victory Sycamore Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in manufacturing. You can also try the Pair Correlation module to compare performance and examine fundamental relationship between any two equity instruments.