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VictoryShares US Small Cap Vol Wtd ETF CSA

Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis CSA

Will CSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

VictoryShares US Small Cap Vol Wtd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CSA

  • Current Portfolio Date
  • Equity Holdings 500
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 4.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Russ 2000 Idx Fut Dec23

0.60
188,490
0.49
153,843
Consumer Defensive
0.40
126,028
Consumer Defensive
0.39
120,869
Financial Services
0.38
118,726
Financial Services
0.37
115,881
Utilities
0.36
113,692
Industrials
0.36
112,636
Basic Materials
0.36
111,625
Utilities
0.36
110,750
Consumer Defensive