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VictoryShares US EQ Inc Enh Vol Wtd ETF CDC

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis CDC

Will CDC outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDC management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDC’s parent organization’s priorities and whether they’re in line with investors’ interests.

VictoryShares US EQ Inc Enh Vol Wtd ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CDC

More CDC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Co

1.62 13.5 Mil
Consumer Defensive

Philip Morris International Inc

1.49 12.4 Mil
Consumer Defensive

Kimberly-Clark Corp

1.47 12.3 Mil
Consumer Defensive

Williams Companies Inc

1.39 11.6 Mil
Energy

Kinder Morgan Inc Class P

1.38 11.5 Mil
Energy

PepsiCo Inc

1.36 11.3 Mil
Consumer Defensive

Duke Energy Corp

1.34 11.2 Mil
Utilities

Public Service Enterprise Group Inc

1.33 11.1 Mil
Utilities

Southern Co

1.32 11.0 Mil
Utilities

HP Inc

1.29 10.8 Mil
Technology