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VictoryShares US SmCp Hi Div Vol Wtd ETF CSB

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

Morningstar’s Analysis CSB

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

People Pillar

The People Pillar is our evaluation of the CSB 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 CSB’s parent organization’s priorities and whether they’re in line with investors’ interests.

VictoryShares US SmCp Hi Div 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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable 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 CSB

More CSB Holdings
  • Current Portfolio Date
  • Equity Holdings 100
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 16.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Universal Corp

2.23
7,308,735
Consumer Defensive

NorthWestern Energy Group Inc

1.73
5,686,435
Utilities

Spire Inc

1.65
5,406,703
Utilities

ALLETE Inc

1.56
5,105,370
Utilities

MSC Industrial Direct Co Inc Class A

1.55
5,086,187
Industrials

Avista Corp

1.53
5,023,025
Utilities

MGE Energy Inc

1.50
4,933,855
Utilities

Portland General Electric Co

1.46
4,785,126
Utilities

SJW Group

1.43
4,679,381
Utilities

Northwest Natural Holding Co

1.41
4,624,790
Utilities