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VictoryShares US 500 Volatility Wtd ETF CFA

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis CFA

Will CFA 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 CFA’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit VictoryShares US 500 Volatility Wtd ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CFA

More CFA Holdings
  • Current Portfolio Date
  • Equity Holdings 500
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P 500 Emini Fut Dec23

0.43
2,162,750
—

Coca-Cola Co

0.41
2,095,499
Consumer Defensive

Walmart Inc

0.38
1,938,032
Consumer Defensive

McDonald's Corp

0.38
1,910,467
Consumer Cyclical

PepsiCo Inc

0.37
1,880,615
Consumer Defensive

Kellogg Co

0.35
1,764,888
Consumer Defensive

Procter & Gamble Co

0.35
1,760,968
Consumer Defensive

The Kraft Heinz Co

0.34
1,721,191
Consumer Defensive

Kimberly-Clark Corp

0.33
1,699,876
Consumer Defensive

Yum Brands Inc

0.33
1,684,441
Consumer Cyclical