VETAX Mutual Fund

VETAX Mutual Fund (Victory Sycamore Established Value Fund Class A) is managed by Victory Capital Management Inc. with $1.02B in net assets. VETAX expense ratio is 0.89%, holding 78 positions across sectors including Industrials, Information Technology, Consumer Discretionary. Inception date: 2000-05-05.

VETAX performance shows a YTD return of 14.20%. The 1-year return is 16.02% and the 5-year return is 8.42%. VETAX dividend yield stands at 4.22%, paid quarterly.

VETAX top holdings include Labcorp Holdings Inc (2.5%), US Foods Holding Corp (2.5%), Alliant Energy Corp. (2.3%), Packaging Corp. Of America (2.0%), Csx Corp. (1.9%). Go to all VETAX holdings, VETAX sectors, or VETAX dividends.

VETAX can be compared against other funds. Use VETAX overlap to find shared positions, or VETAX vs another fund for a side-by-side view. VETAX alternatives are available via the screener, along with tax-loss harvesting opportunities.