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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 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

0.39 2.0 Mil
Financial Services

Coca-Cola Co

0.38 2.0 Mil
Consumer Defensive

Philip Morris International Inc

0.37 1.9 Mil
Consumer Defensive

Loews Corp

0.36 1.9 Mil
Financial Services

Republic Services Inc

0.36 1.9 Mil
Industrials

Colgate-Palmolive Co

0.35 1.8 Mil
Consumer Defensive

Kimberly-Clark Corp

0.35 1.8 Mil
Consumer Defensive

JPMorgan Chase & Co

0.35 1.8 Mil
Financial Services

T-Mobile US Inc

0.35 1.8 Mil
Communication Services

TJX Companies Inc

0.34 1.8 Mil
Consumer Cyclical