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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

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Portfolio Holdings UIVM

More UIVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Henkel AG & Co KGaA Participating Preferred

1.12 2.6 Mil
Consumer Defensive

Deutsche Telekom AG

1.06 2.4 Mil
Communication Services

Orange SA

1.06 2.4 Mil
Communication Services

Engie SA

0.94 2.2 Mil
Utilities

E.ON SE

0.92 2.1 Mil
Utilities

Industrivarden AB Class C

0.90 2.1 Mil
Financial Services

Shell PLC

0.88 2.0 Mil
Energy

Investor AB Class B

0.88 2.0 Mil
Financial Services

Credit Agricole SA

0.87 2.0 Mil
Financial Services

Eni SpA

0.84 1.9 Mil
Energy