Morningstar

VictoryShares International Value Momentum ETF UIVM

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

Morningstar’s Analysis UIVM

Will UIVM outperform in the 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 UIVM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A multifactor strategy that leans toward value.

Associate Director Daniel Sotiroff

Daniel Sotiroff

Associate Director

Summary

VictoryShares International Value Momentum ETF builds a value-oriented portfolio that avoids some of the riskiest foreign developed-market stocks. It earns a Process Pillar upgrade to Above Average from Average for consistently favoring cheaper stocks while controlling its risks.

by Daniel Sotiroff
Rated on Published on

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Portfolio Holdings UIVM

More UIVM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Singapore Airlines Ltd

1.28 4M
Industrials

Oversea-Chinese Banking Corp Ltd

1.24 4M
Financial Services

Bank of Nova Scotia

1.20 4M
Financial Services

The Toronto-Dominion Bank

1.16 4M
Financial Services

National Bank of Canada

1.06 4M
Financial Services

NN Group NV

0.98 3M
Financial Services

Canadian Imperial Bank Of

0.93 3M
—

Henkel AG & Co KGaA Participating Preferred

0.89 3M
Consumer Defensive

Sainsbury (J) PLC

0.89 3M
Consumer Defensive

Power Corporation of Canada Shs Subord.Voting

0.88 3M
Financial Services

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