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VictoryShares US Small Cap Vol Wtd ETF CSA

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

Morningstar’s Analysis CSA

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

  • People Pillar

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

VictoryShares US Small Cap Vol Wtd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 CSA

More CSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Kirby Corp

0.41 125,230
Industrials

MGE Energy Inc

0.39 120,457
Utilities

Nelnet Inc Class A

0.37 114,524
Financial Services

MDU Resources Group Inc

0.37 114,300
Industrials

MGIC Investment Corp

0.36 109,077
Financial Services

The Hanover Insurance Group Inc

0.34 104,853
Financial Services

Russ 2000 Idx Fut Jun24

0.34 103,835
—

Verra Mobility Corp Class A

0.34 103,707
Industrials

Victory Capital Holdings Inc Class A

0.34 102,807
Financial Services

The Wendy's Co Class A

0.33 101,283
Consumer Cyclical