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Morningstar

VictoryShares US Mult-Fctr Mnmm Vltl ETF VSMV

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

Morningstar’s Analysis VSMV

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

  • People Pillar

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

VictoryShares US Mult-Fctr Mnmm Vltl ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VSMV

More VSMV Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 46.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apple Inc

9.82 13.2 Mil
Technology

Microsoft Corp

9.40 12.6 Mil
Technology

Walmart Inc

4.01 5.4 Mil
Consumer Defensive

Johnson & Johnson

3.69 5.0 Mil
Healthcare

Lockheed Martin Corp

3.57 4.8 Mil
Industrials

AbbVie Inc

3.54 4.8 Mil
Healthcare

Merck & Co Inc

3.40 4.6 Mil
Healthcare

UnitedHealth Group Inc

3.23 4.3 Mil
Healthcare

Kimberly-Clark Corp

3.16 4.2 Mil
Consumer Defensive

Republic Services Inc

2.95 4.0 Mil
Industrials