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Morningstar

Victory US 500 Enh Vol Wtd Idx C CUHCX

Morningstar Medalist Rating
Medalist Rating as of | See Victory Capital Investment Hub
  • NAV / 1-Day Return 9.26  /  +0.76 %
  • Total Assets 30.7 Mil
  • Adj. Expense Ratio
    1.800%
  • Expense Ratio 1.800%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,500
  • Status Limited
  • TTM Yield 0.59%
  • Turnover 266%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis CUHCX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Victory US 500 Enh Vol Wtd Idx C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CUHCX

More CUHCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

S&P 500 Emini Fut Jun24

0.80 265,425
—

Berkshire Hathaway Inc Class B

0.37 121,530
Financial Services

Republic Services Inc

0.36 117,736
Industrials

Loews Corp

0.35 117,200
Financial Services

Coca-Cola Co

0.35 114,223
Consumer Defensive

JPMorgan Chase & Co

0.33 109,564
Financial Services

Colgate-Palmolive Co

0.33 107,430
Consumer Defensive

Visa Inc Class A

0.32 107,167
Financial Services

Roper Technologies Inc

0.32 106,560
Technology

Procter & Gamble Co

0.32 105,949
Consumer Defensive