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VictoryShares US 500 Volatility Wtd ETF CFA

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CFA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 3.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P 500 Emini Fut Jun24

0.41 2.1 Mil

Berkshire Hathaway Inc Class B

0.37 1.9 Mil
Financial Services

Coca-Cola Co

0.36 1.9 Mil
Consumer Defensive

Republic Services Inc

0.35 1.8 Mil
Industrials

Loews Corp

0.35 1.8 Mil
Financial Services

Colgate-Palmolive Co

0.35 1.8 Mil
Consumer Defensive

Procter & Gamble Co

0.33 1.8 Mil
Consumer Defensive

Amphenol Corp Class A

0.33 1.8 Mil
Technology

Kimberly-Clark Corp

0.33 1.8 Mil
Consumer Defensive

JPMorgan Chase & Co

0.33 1.7 Mil
Financial Services