Victory Sycamore Mid Cap Value Portfolio
Data updated: 2026-08-27
C000030586 — Victory Sycamore Mid Cap Value Portfolio. United States Mid Cap Blend / Core Equity · $883.06M AUM. Holdings, fees, performance and SEC filings.
C000030586 Fund Overview
Victory Sycamore Mid Cap Value Portfolio is a US mutual fund managed by Brighthouse Funds Trust I, categorised as United States Mid Cap Blend / Core Equity. ABC INVEST provides holdings, performance, costs, cashflows, risk data, prospectus documents and SEC filings, sourced from SEC filings.
- Type: US mutual fund
- Manager: Brighthouse Funds Trust I
- Category: United States Mid Cap Blend / Core Equity
- Assets under management: $883.06M
- 1-year return: 18.4%
- SEC CIK: 0001126087
- SEC series ID: S000011090
- Share class ID: C000030586
C000030586 Investment Objective and Strategy
Victory Sycamore Mid Cap Value Portfolio describes its objective and strategy as follows, from its latest prospectus filed with the SEC by Brighthouse Funds Trust I.
Investment objective
High total return by investing in equity securities of mid-sized companies.
Principal investment strategy
Victory Capital Management Inc. (Victory Capital or Subadviser), subadviser to the Portfolio, pursues the Portfolios investment objective by investing, under normal circumstances, at least 80% of its net assets in equity securities of companies with market capitalizations, at the time of purchase, within the range of companies comprising the Russell Midcap Index. The Portfolio may invest a portion of its assets in equity securities of foreign companies traded in the United States, including American Depositary Receipts and Global Depositary Receipts (ADRs and GDRs). The Portfolio may also invest in real estate investment trusts. As of December 31, 2025, the Russell Midcap Index included companies with approximate market capitalizations between $144.9 million and $88.9 billion. The size of companies in the index changes with market conditions and the composition of the index.
The Subadviser invests in companies that it believes to be of high quality based on criteria such as market share position, profitability, balance sheet strength, competitive advantages, management competence and the ability to generate excess cash flow. The Subadviser uses a bottom-up investment process in conducting fundamental analysis to identify companies that have sustainable returns, a stock price trading below the Subadvisers assessment of intrinsic value and prospects for an inflection in business fundamentals that will enable the stock price to be revalued higher. The Subadviser may sell a security if it believes the stock has reached its fair value estimate, if a more attractive opportunity is identified, if the fundamentals of the company deteriorate, when the Portfolio must meet redemptions or for other reasons.
C000030586 Holdings
Top 10 holdings of Victory Sycamore Mid Cap Value Portfolio by percentage of net assets, from the fund's latest SEC N-PORT filing.
| Holding | % of net assets |
|---|---|
| Fixed Income Clearing Corp. | 2.69% |
| Labcorp Holdings Inc | 2.60% |
| Barclays Capital Inc | 2.49% |
| US Foods Holding Corp | 2.34% |
| Molina Healthcare Inc | 2.14% |
| Alliant Energy Corp | 2.09% |
| Microchip Technology Inc | 1.99% |
| Packaging Corp of America | 1.98% |
| RPM International Inc | 1.93% |
| Keysight Technologies Inc | 1.90% |
C000030586 Portfolio Allocation
Asset-class allocation of Victory Sycamore Mid Cap Value Portfolio by percentage of net assets, from the latest SEC N-PORT filing.
| Asset class | Allocation |
|---|---|
| Equity | 97.4% |
| Cash & Equivalents | 19.2% |
C000030586 Performance
Total returns for C000030586 (as of 2026-10-01), from SEC filings.
| Period | Total return |
|---|---|
| YTD | 14.7% |
| 1 year | 18.4% |
| 3 years (annualised) | 11.2% |
| 5 years (annualised) | 8.4% |
C000030586 Risk Information
Risk metrics for C000030586, derived from monthly returns in SEC filings.
- 1-year volatility (annualised): 12.0%
C000030586 Costs and Fees
C000030586 costs about $60 per $10,000 invested per year in fund expenses.
- Net expense ratio: 0.60%
- Gross expense ratio: 0.70%
- Portfolio turnover: 57%
- Brokerage commissions: 4.28 bps of average net assets (SEC N-CEN)
C000030586 Cashflows
Over the 12 months to 2026-06, Victory Sycamore Mid Cap Value Portfolio had net outflows of $87.28M, from monthly SEC N-PORT filings.
| Month | Net flow |
|---|---|
| 2026-06 | $24.13M |
| 2026-05 | −$9.47M |
| 2026-04 | −$13.11M |
| 2026-03 | −$16.08M |
| 2026-02 | −$14.23M |
| 2026-01 | −$12.55M |
C000030586 Debt Constituents
No individual debt constituents are reported in Victory Sycamore Mid Cap Value Portfolio's latest SEC N-PORT filing.
C000030586 Prospectus and SEC Filings
Official Victory Sycamore Mid Cap Value Portfolio filings on SEC EDGAR — prospectus, portfolio holdings and annual reports.
- Prospectus (485BPOS) — filed 2026-04-24
- Prospectus (485BPOS) — filed 2025-04-25
- Prospectus (485BPOS) — filed 2024-04-25
- Portfolio holdings (N-PORT) — filed 2026-08-27
- Portfolio holdings (N-PORT) — filed 2026-05-28
- Portfolio holdings (N-PORT) — filed 2026-02-27
- Annual census (N-CEN) — filed 2026-03-11
- Annual census (N-CEN) — filed 2025-03-14
Related Funds
Other United States Mid Cap Blend / Core Equity funds tracked on ABC INVEST:
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, annual data from Form N-CEN, and shareholder reports from Form N-CSR.