VictoryShares US Value Momentum ETF builds a value-oriented portfolio that avoids some of the riskiest stocks in the large-cap market. This exchange-traded fund earns a Process Pillar rating upgrade to Above Average from Average for consistently favoring cheaper stocks while controlling its risks.
VictoryShares US Value Momentum ETF ULVM
Morningstar’s Analysis ULVM
Will ULVM outperform in the 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 13.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 1.64 | 4M | Financial Services |
Evergy Inc | 1.43 | 4M | Utilities |
Loews Corp | 1.43 | 4M | Financial Services |
Consolidated Edison Inc | 1.38 | 4M | Utilities |
Aflac Inc | 1.37 | 4M | Financial Services |
Realty Income Corp | 1.31 | 3M | Real Estate |
Ameren Corp | 1.30 | 3M | Utilities |
CenterPoint Energy Inc | 1.29 | 3M | Utilities |
W.P. Carey Inc | 1.29 | 3M | Real Estate |
Johnson & Johnson | 1.24 | 3M | Healthcare |