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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.

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit VictoryShares US Discv Enh Vol Wtd ETF to a Morningstar Medalist Rating of Neutral.

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 CSF

More CSF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Hermes Treasury Obl IS

4.36 2.1 Mil
Cash and Equivalents

Russ 2000 Idx Fut Jun24

0.41 196,200
—

MGE Energy Inc

0.38 178,125
Utilities

Nelnet Inc Class A

0.37 175,216
Financial Services

MDU Resources Group Inc

0.36 168,784
Industrials

Kirby Corp

0.35 164,774
Industrials

MGIC Investment Corp

0.33 156,571
Financial Services

The Wendy's Co Class A

0.33 155,203
Consumer Cyclical

The Hanover Insurance Group Inc

0.32 154,084
Financial Services

FirstCash Holdings Inc

0.32 152,197
Financial Services