The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
VictoryShares US 500 Enh Vol Wtd ETF CFO
Morningstar’s Analysis CFO
Will CFO outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 1.7 Mil | Financial Services |
Coca-Cola Co | 0.38 | 1.6 Mil | Consumer Defensive |
Philip Morris International Inc | 0.37 | 1.6 Mil | Consumer Defensive |
Loews Corp | 0.36 | 1.6 Mil | Financial Services |
Republic Services Inc | 0.36 | 1.5 Mil | Industrials |
Colgate-Palmolive Co | 0.35 | 1.5 Mil | Consumer Defensive |
Kimberly-Clark Corp | 0.35 | 1.5 Mil | Consumer Defensive |
JPMorgan Chase & Co | 0.35 | 1.5 Mil | Financial Services |
T-Mobile US Inc | 0.35 | 1.5 Mil | Communication Services |
TJX Companies Inc | 0.34 | 1.5 Mil | Consumer Cyclical |