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VictoryShares US LgCp Hi Div Vol Wtd ETF CDL

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

Morningstar’s Analysis CDL

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

  • People Pillar

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

VictoryShares US LgCp Hi Div Vol Wtd ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CDL

More CDL Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Coca-Cola Co

1.59 5.3 Mil
Consumer Defensive

Kimberly-Clark Corp

1.47 4.9 Mil
Consumer Defensive

PepsiCo Inc

1.41 4.7 Mil
Consumer Defensive

Philip Morris International Inc

1.41 4.7 Mil
Consumer Defensive

Kinder Morgan Inc Class P

1.37 4.6 Mil
Energy

Williams Companies Inc

1.32 4.4 Mil
Energy

Duke Energy Corp

1.31 4.4 Mil
Utilities

General Mills Inc

1.28 4.3 Mil
Consumer Defensive

Lockheed Martin Corp

1.27 4.3 Mil
Industrials

Consolidated Edison Inc

1.27 4.2 Mil
Utilities