VictoryShares US Small Mid Cap Value Momentum ETF is an attractive multifactor strategy that taps into a pair of well-vetted and complementary factors, diversifies risk well, and charges a low fee.
VictoryShares US Sm Md Cp Val Momt ETF USVM
Morningstar’s Analysis USVM
Will USVM outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 6.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Golub Capital BDC Inc | 0.84 | 1.9 Mil | Financial Services |
NRG Energy Inc | 0.69 | 1.6 Mil | Utilities |
Encompass Health Corp | 0.66 | 1.5 Mil | Healthcare |
CACI International Inc Class A | 0.66 | 1.5 Mil | Technology |
Reinsurance Group of America Inc | 0.65 | 1.5 Mil | Financial Services |
Old Republic International Corp | 0.61 | 1.4 Mil | Financial Services |
TD Synnex Corp | 0.61 | 1.4 Mil | Technology |
MGIC Investment Corp | 0.60 | 1.4 Mil | Financial Services |
Essent Group Ltd | 0.58 | 1.3 Mil | Financial Services |
Pinnacle West Capital Corp | 0.56 | 1.3 Mil | Utilities |