The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.
VictoryShares US 500 Volatility Wtd ETF CFA
Morningstar’s Analysis CFA
Will CFA outperform in 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 3.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
S&P 500 Emini Fut Dec24 | 0.43 | 2.3 Mil | — |
Coca-Cola Co | 0.39 | 2.1 Mil | Consumer Defensive |
T-Mobile US Inc | 0.38 | 2.1 Mil | Communication Services |
Lockheed Martin Corp | 0.35 | 1.9 Mil | Industrials |
Berkshire Hathaway Inc Class B | 0.35 | 1.9 Mil | Financial Services |
Automatic Data Processing Inc | 0.34 | 1.8 Mil | Technology |
Atmos Energy Corp | 0.34 | 1.8 Mil | Utilities |
Republic Services Inc | 0.33 | 1.8 Mil | Industrials |
Illinois Tool Works Inc | 0.33 | 1.8 Mil | Industrials |
Public Service Enterprise Group Inc | 0.32 | 1.7 Mil | Utilities |