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
The People Pillar is our evaluation of the ULVM 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 ULVM’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 13.1
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Berkshire Hathaway Inc Class B | 1.44 | 4M | Financial Services |
Loews Corp | 1.39 | 4M | Financial Services |
Evergy Inc | 1.38 | 4M | Utilities |
Ameren Corp | 1.35 | 4M | Utilities |
FirstEnergy Corp | 1.35 | 4M | Utilities |
CenterPoint Energy Inc | 1.31 | 3M | Utilities |
W.P. Carey Inc | 1.24 | 3M | Real Estate |
VICI Properties Inc Ordinary Shares | 1.23 | 3M | Real Estate |
Atmos Energy Corp | 1.23 | 3M | Utilities |
Hewlett Packard Enterprise Co | 1.22 | 3M | Technology |
United States