VictoryShares US Small Mid Cap Value Momentum ETF USVM

Medalist Rating as of | See Victory Capital Investment Hub

Morningstar’s Analysis USVM

Will USVM outperform in the future?

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

Balanced exposure to small- and mid-cap value stocks.

Senior Associate Analyst Brendan McCann

Brendan McCann

Senior Associate Analyst

Summary

VictoryShares US Small Mid Cap Value Momentum ETF builds a value-oriented portfolio that avoids some of the riskiest stocks in the small- and mid-cap markets.

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Portfolio Holdings USVM

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pinnacle West Capital Corp

0.70 12M
Utilities

Kite Realty Group Trust

0.68 12M
Real Estate

Ellington Financial Inc

0.66 11M
Real Estate

Southwest Gas Holdings Inc

0.66 11M
Utilities

New Jersey Resources Corp

0.65 11M
Utilities

White Mountains Insurance Group Ltd

0.63 11M
Financial Services

ONE Gas Inc

0.63 11M
Utilities

BOK Financial Corp

0.62 11M
Financial Services

Avista Corp

0.62 11M
Utilities

MDU Resources Group Inc

0.61 11M
Utilities

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