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 least expensive 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

9.80 12.5 Mil
Technology

Microsoft Corp

8.99 11.5 Mil
Technology

Walmart Inc

4.43 5.7 Mil
Consumer Defensive

Lockheed Martin Corp

3.98 5.1 Mil
Industrials

AbbVie Inc

3.65 4.7 Mil
Healthcare

Johnson & Johnson

3.56 4.6 Mil
Healthcare

UnitedHealth Group Inc

3.28 4.2 Mil
Healthcare

Aflac Inc

3.05 3.9 Mil
Financial Services

Republic Services Inc

3.02 3.9 Mil
Industrials

Kimberly-Clark Corp

3.01 3.9 Mil
Consumer Defensive

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