VictoryShares US EQ Inc Enh Vol Wtd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC
Morningstar’s Analysis CDC
Will CDC outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CDC 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 CDC’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.4
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
WEC Energy Group Inc | 1.65 | 12M | Utilities |
Alliant Energy Corp | 1.63 | 12M | Utilities |
Duke Energy Corp | 1.63 | 12M | Utilities |
Evergy Inc | 1.62 | 12M | Utilities |
FirstEnergy Corp | 1.59 | 11M | Utilities |
DTE Energy Co | 1.56 | 11M | Utilities |
CMS Energy Corp | 1.48 | 11M | Utilities |
Southern Co | 1.47 | 11M | Utilities |
Coca-Cola Co | 1.44 | 10M | Consumer Defensive |
Dominion Energy Inc | 1.37 | 10M | Utilities |
United States