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VictoryShares Developed Enh Vol Wtd ETF CIZ

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

Morningstar’s Analysis CIZ

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

  • People Pillar

    The People Pillar is our evaluation of the CIZ 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 CIZ’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 Developed Enh Vol Wtd ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIZ

More CIZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Mini Msci Eafe Fut Sep24

0.71 233,420
—

Federated Hermes Treasury Obl IS

0.49 161,258
Cash and Equivalents

Koninklijke KPN NV

0.47 153,481
Communication Services

Oversea-Chinese Banking Corp Ltd

0.39 129,032
Financial Services

DBS Group Holdings Ltd

0.38 126,380
Financial Services

London Stock Exchange Group PLC

0.38 126,238
Financial Services

Deutsche Telekom AG

0.38 126,095
Communication Services

Unilever PLC

0.38 124,426
Consumer Defensive

United Overseas Bank Ltd

0.38 123,224
Financial Services

Zurich Insurance Group AG

0.36 119,620
Financial Services