Skip to Content
Morningstar

VictoryShares US Discv Enh Vol Wtd ETF CSF

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

Morningstar’s Analysis CSF

Will CSF 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 CSF’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSF 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 CSF’s parent organization’s priorities and whether they’re in line with investors’ interests.

VictoryShares US Discv 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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CSF

More CSF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russ 2000 Idx Fut Jun24

0.48 206,000
—

Kirby Corp

0.43 185,701
Industrials

Nelnet Inc Class A

0.39 167,150
Financial Services

MGE Energy Inc

0.38 161,998
Utilities

MDU Resources Group Inc

0.37 160,378
Industrials

Federated Hermes Treasury Obl IS

0.36 154,412
Cash and Equivalents

MGIC Investment Corp

0.35 151,809
Financial Services

Verra Mobility Corp Class A

0.34 145,404
Industrials

FTAI Aviation Ltd

0.33 142,610
Industrials

National Fuel Gas Co

0.33 140,487
Energy