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.
VictoryShares US Small Mid Cap Value Momentum ETF USVM
Morningstar’s Analysis USVM
Will USVM 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 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 |