VictoryShares USAA MSCI USA Value Momentum ETF ULVM behaves more like a value strategy than a balanced multifactor fund, but its momentum component protects it from some of the market’s riskiest stocks and should help it carve out an edge. It earns a Morningstar Analyst Rating of Silver.
Will ULVM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of ULVM’s parent organization’s priorities and whether they’re in line with investors’ interests.