Skip to Content
Morningstar

VictoryShares International Val MomtETF UIVM

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

Morningstar’s Analysis UIVM

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

People Pillar

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

A multifactor strategy that leans toward value.

Senior Analyst Daniel Sotiroff

Daniel Sotiroff

Senior Analyst

Summary

VictoryShares International Value Momentum ETF UIVM targets stocks with a strong combination of value and momentum characteristics. But it focuses on a small subset of the investable universe that can derail its performance, and it has yet to prove that the risks it takes will be adequately rewarded.

by Daniel Sotiroff
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings UIVM

More UIVM Holdings
  • Current Portfolio Date
  • Equity Holdings 239
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 8.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Great-West Lifeco Inc

1.15
2,696,104
Financial Services

Henkel AG & Co KGaA Participating Preferred

0.94
2,217,345
Consumer Defensive

Orange SA

0.90
2,129,646
Communication Services

ACS Actividades de Construccion y Servicios SA

0.84
1,975,233
Industrials

Deutsche Telekom AG

0.83
1,963,779
Communication Services

Restaurant Brands International Inc

0.82
1,935,948
Consumer Cyclical

Industrivarden AB Class C

0.82
1,922,854
Financial Services

Imperial Brands PLC

0.80
1,889,635
Consumer Defensive

Bouygues

0.79
1,870,296
Industrials

Empire Co Ltd Registered Shs -A- Non Vtg

0.78
1,841,754
Consumer Defensive