Morningstar

VictoryShares US Discv Enh Vol Wtd ETF CSF

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

Morningstar’s Analysis CSF

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

  • People Pillar

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

VictoryShares US Discv Enh Vol Wtd ETF's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CSF

More CSF Holdings
  • 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

DT Midstream Inc Ordinary Shares

0.41 164,692
Energy

Idacorp Inc

0.36 143,468
Utilities

MDU Resources Group Inc

0.35 141,950
Industrials

Madison Square Garden Sports Corp Class A

0.35 140,749
Communication Services

Spire Inc

0.35 139,619
Utilities

Dolby Laboratories Inc Class A

0.35 139,065
Industrials

Federated Hermes Inc Class B

0.35 138,784
Financial Services

National Fuel Gas Co

0.34 136,093
Energy

NorthWestern Energy Group Inc

0.34 135,119
Utilities

New Jersey Resources Corp

0.33 134,295
Utilities

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