Morningstar

VictoryShares Developed Enh Vol Wtd ETF CIZ

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

Morningstar’s Analysis CIZ

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit VictoryShares Developed Enh Vol Wtd ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CIZ

More CIZ Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 3.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federated Hermes Treasury Obl IS

0.82 241,889
Cash and Equivalents

Pembina Pipeline Corp

0.42 123,760
Energy

Hydro One Ltd

0.39 115,434
Utilities

Koninklijke KPN NV

0.38 112,661
Communication Services

Danone SA

0.38 112,542
Consumer Defensive

Fortis Inc

0.38 112,225
Utilities

London Stock Exchange Group PLC

0.37 108,571
Financial Services

Enbridge Inc

0.37 108,212
Energy

United Overseas Bank Ltd

0.35 103,575
Financial Services

Deutsche Telekom AG

0.35 103,325
Communication Services

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