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VictoryShares US Sm Md Cp Val Momt ETF USVM

Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis USVM

Will USVM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Bolstered by two well-vetted factors.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

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.

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Portfolio Holdings USVM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Golub Capital BDC Inc

0.78 1.7 Mil
Financial Services

NRG Energy Inc

0.72 1.6 Mil
Utilities

TD Synnex Corp

0.69 1.5 Mil
Technology

CACI International Inc Class A

0.68 1.5 Mil
Technology

Encompass Health Corp

0.68 1.5 Mil
Healthcare

Reinsurance Group of America Inc

0.68 1.5 Mil
Financial Services

FTAI Aviation Ltd

0.62 1.4 Mil
Industrials

United Therapeutics Corp

0.62 1.4 Mil
Healthcare

MGIC Investment Corp

0.61 1.4 Mil
Financial Services

Old Republic International Corp

0.61 1.4 Mil
Financial Services