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VictoryShares US Sm Md Cp Val Momt ETF USVM

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USVM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings USVM

More USVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Golub Capital BDC Inc

0.86 1.9 Mil
Financial Services

Encompass Health Corp

0.67 1.5 Mil
Healthcare

NRG Energy Inc

0.67 1.5 Mil
Utilities

CACI International Inc Class A

0.64 1.4 Mil
Technology

Reinsurance Group of America Inc

0.64 1.4 Mil
Financial Services

TD Synnex Corp

0.62 1.4 Mil
Technology

Old Republic International Corp

0.61 1.4 Mil
Financial Services

MGIC Investment Corp

0.60 1.3 Mil
Financial Services

F5 Inc

0.58 1.3 Mil
Technology

Essent Group Ltd

0.58 1.3 Mil
Financial Services