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VictoryShares US Value Momentum ETF ULVM

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

Morningstar’s Analysis ULVM

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

People Pillar

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

Valuable factor tilts can fade to the background.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

VictoryShares US Value Momentum ETF sports pronounced tilts to two tried-and-true risk factors, but its failure to control unrewarded sources of risk jeopardizes their impact.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings ULVM

More ULVM Holdings
  • Current Portfolio Date
  • Equity Holdings 125
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 12.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Walmart Inc

1.39
2,280,953
Consumer Defensive

Cencora Inc

1.35
2,216,468
Healthcare

Berkshire Hathaway Inc Class B

1.32
2,168,281
Financial Services

The Kraft Heinz Co

1.32
2,163,734
Consumer Defensive

Republic Services Inc

1.32
2,162,414
Industrials

Mondelez International Inc Class A

1.20
1,966,967
Consumer Defensive

PPL Corp

1.18
1,929,682
Utilities

Cardinal Health Inc

1.17
1,917,408
Healthcare

TJX Companies Inc

1.16
1,903,841
Consumer Cyclical

Darden Restaurants Inc

1.16
1,897,414
Consumer Cyclical